Appliedvalueinvestor's Net Worth for May 2021


Assets Value Change ($) Change (%)
Cash $211,199 ($8,522) (3.88%)
Stocks $1,336,754 $114,289 9.35%
Bonds $0 - -
Annuities $0 - -
Retirement $685,713 $14,771 2.20%
Home $780,000 - -
Other Real Estate $0 - -
Cars $37,500 ($500) (1.32%)
Personal Property $0 - -
Other Assets $5,481 $44 0.81%
$3,056,647 $120,082 4.09%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $419,522 ($3,086) (0.73%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $6,747 $2,196 48.25%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $426,269 ($890) (0.21%)
Net Worth $2,630,378 $120,972 4.82%
*All values shown in USD ($)
Notes:
First entry for the month of May:5/1. Month of Tax payment, will see a material dent in cash balance to pay for taxes. So far so good in terms of markets, steady progress, with a nice boost in employer stock.
Second Monthly Update: 5/8 --My style of investing seems to be in vogue.. Assets cross number 3 for the first time
Third Monthly Update: 5/16 -- Market finally retreated a bit. Tax week as well!
Final Update for May 2021: Employee stock vesting and big travel expense for summer vacation

Comments