cloudcaster's Net Worth for February 2024


Assets Value Change ($) Change (%)
Taxable $785,312 $85,042 12.14%
Tax Deferred $1,737,902 $51,122 3.03%
Tax Free $529,491 $35,025 7.08%
Home $500,000 - -
4x Cars $40,000 - -
529 Accounts $44,340 $8,436 23.50%
$3,637,045 $179,625 5.20%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 ($28,879) -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 ($28,879) -
Net Worth $3,637,045 $208,504 6.08%
*All values shown in USD ($)
Notes:
Stocks 35% / Bonds 65%
2023 business distributions are complete and overall I'm very grateful for an excellent year. I should probably book a liability for April taxes because it's going to be substantial, but I don't want to worry about that this month. I've begun to DCA back in to the market towards a 60/40 split. I know the research says this is not the optimal strategy, but it will better assuage my psychology.

Comments

3/4/2024 11:30:36 AM azphx1972
Looks like our NW numbers are identical this month! :-) I'm 95% stocks & 5% cash, so it will be interesting to see how our asset allocations work out for us (ignoring the fact that you have a higher income, but also unknown expenses).
3/29/2024 2:58:36 PM cloudcaster
I expect you will be quickly eclipsing me. I can guarantee that my expenses, with two young ladies in college, are higher than I want them to be. Not to mention the pain I'll be feeling when 2023 taxes + Q124 estimated taxes come due in April. Despite this, I remain grateful that net worth continues to grow! Cheers!