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.

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