MountainCEO's Net Worth for December 2023


Assets Value Change ($) Change (%)
Cash $41,000 $16,000 64.00%
Stocks $305,000 $5,000 1.67%
Bonds $290,000 ($20,000) (6.45%)
Annuities $0 - -
Retirement $1,205,000 $39,000 3.34%
Home $1,770,000 ($25,000) (1.39%)
Second Home $935,000 ($32,000) (3.31%)
Business Value $2,250,000 - -
Vehicles $200,000 - -
Non Liquid Assets $100,000 - -
$7,096,000 ($17,000) (0.24%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $585,000 ($2,000) (0.34%)
Other Mortgage(s) $393,000 ($1,000) (0.25%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $978,000 ($3,000) (0.31%)
Net Worth $6,118,000 ($14,000) (0.23%)
*All values shown in USD ($)
Notes:
2023 was all in all a good year. My investments did reasonably well. I was able to add to my bond holdings and make additional principal payments towards my mortgages.

For the new year my main objective is to keep my business profitable which is the best hedge in uncertain times. I will be deleveraging, growing my bond portfolio, and continuing to invest in Fortune 500 index funds and selected company stocks.

I wish everyone Happy Holidays and a prosperous year 2024!
Comment

Comments