Net Worth Comparison

cloudcaster's Profile

Currency
United States Dollar - USD
Date Joined
3/28/2023
Salary Range
250,000 - 499,999
Occupation
Aerospace/Aviation/Defense
Age Range
50-54
Cost Of Living
Medium Cost Of Living (MCOL)
About Me
Married, engineer, single income with 2 smart girls in college (save now...it's expensive!). Grateful for my life.
Why I Joined
Lots of successful investors on here with more than $5M liquid....hoping to learn about some effective strategies to get there.
Best Financial Decision
$50 auto draft into a mutual fund at age 26 after reading Mil Next Door during a deployment in Bosnia.
Worst Financial Decision
So many, but why dwell? I accept my situation.
Current Investing Strategy
"Tracked" portfolio at 50/50 stock/tbills while rates remain above 5%
"Untracked" equity positions in:
(1) 20% equity as co-founder of a private US defense contractor
(2) 25% equity position (for now) in a private AI-related startup company
How do you manage your finances?
Myself, automated, low cost index funds and ETFs at Fidelity, with some individual stocks of companies I work with and believe are well-managed.
What tools do you use?
Excel
I need financial help with...
Tax Strategy!
Favorite Authors
William Bernstein, Stanley/Danko, Annie Proulx, Richard Russo
Favorite Books
Millionaire Next Door - Changed my outlook on what's financially achievable in my life
The Intelligent Asset Allocator - Changed my willy-nilly approach to investing
The Shipping News - Fictional flawed heroes can inspire real life resilience
Empire Falls - Net worth is not a good metric of character, virtue, or a fulfilling life
Favorite Movies
Master & Commander
Last Login
7/15/2024
Budget
This user has not created a budget
Net Worth Entries
All values shown in USD ($)
2024 - July $3,803,370 $0 $3,803,370
2024 - June $3,749,091 $0 $3,749,091
2024 - May $3,689,608 $0 $3,689,608
2024 - March $3,700,541 $0 $3,700,541
2024 - February $3,637,045 $0 $3,637,045
2024 - January $3,457,420 $28,879 $3,428,541
2023 - December $3,105,944 $0 $3,105,944
2023 - November $3,072,493 $0 $3,072,493
2023 - October $3,017,348 $0 $3,017,348
2023 - September $3,050,295 $27,819 $3,022,476
2023 - August $3,022,090 $28,688 $2,993,402
2023 - July $3,027,479 $39,316 $2,988,163
2023 - June $3,001,731 $48,616 $2,953,115
2023 - May $2,966,309 $96,199 $2,870,110
2023 - April $2,931,882 $99,672 $2,832,210
2023 - March $2,901,981 $100,586 $2,801,395
2023 - February $2,854,940 $124,095 $2,730,845
2023 - January $2,840,295 $129,780 $2,710,515
2022 - December $2,780,984 $134,824 $2,646,160
2022 - November $2,693,240 $137,889 $2,555,351
2022 - October $2,681,673 $138,621 $2,543,052
2022 - September $2,663,051 $139,806 $2,523,245
2022 - August $2,690,676 $141,970 $2,548,706
2022 - July $2,723,123 $143,542 $2,579,581
2022 - June $2,686,769 $144,232 $2,542,537
2022 - May $2,722,329 $145,001 $2,577,328
2022 - April $2,724,479 $145,299 $2,579,180
2022 - March $2,890,812 $146,593 $2,744,219
2022 - February $2,805,889 $150,987 $2,654,902
2022 - January $2,853,467 $151,587 $2,701,880
2021 - December $2,860,670 $172,467 $2,688,203
2021 - November $3,046,150 $304,253 $2,741,897
2021 - October $3,031,478 $285,832 $2,745,646
2021 - September $2,913,794 $290,152 $2,623,642
2021 - August $3,012,781 $306,634 $2,706,147
2021 - July $2,970,369 $303,964 $2,666,405
2021 - June $2,925,871 $306,571 $2,619,300
2021 - May $2,845,486 $306,571 $2,538,915
2021 - April $2,844,242 $318,571 $2,525,671
2021 - March $2,718,623 $326,098 $2,392,525
2021 - February $2,603,538 $326,837 $2,276,701
2021 - January $2,565,277 $329,410 $2,235,867