Appliedvalueinvestor's Net Worth for November 2022


Assets Value Change ($) Change (%)
Cash $137,587 ($56,292) (29.03%)
Stocks $1,741,294 $145,874 9.14%
Bonds $85,000 $33,000 63.46%
Annuities $0 - -
Retirement $717,440 $50,023 7.50%
Home $840,000 - -
Other Real Estate $0 - -
Cars $21,000 ($1,000) (4.55%)
Personal Property $0 - -
HSA $4,000 - -
Commodity-Gold $1,697 $149 9.63%
$3,548,018 $171,754 5.09%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $297,289 ($1,075) (0.36%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $8,088 $4,182 107.07%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $305,377 $3,107 1.03%
Net Worth $3,242,641 $168,647 5.49%
*All values shown in USD ($)
Notes:
1st week of Nov: Markets panicked after Powell's Speech. On personal note, i moved some assets in checking to short term treasury bills, which now offer yield >4 %
2nd Week of Nov: CPI inflation ticked a tab lower to send markets on a spin. Melt Up Rally.. Difficult to say! Though I am getting more on the side of the worst is already priced in.
Thanksgiving week: Markets were mildly up. Personal expense for upcoming family travel in the new year will hit the balance next month
Final Week of November: Jay Powell dowish comments really spurred the markets mid week with effect being SP500 rising almost 1.6 % for the week. My investments performed rather well for the month.. continuing the momentum from Oct.

Comments