Appliedvalueinvestor's Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $212,086 ($7,879) (3.58%)
Stocks $1,341,486 ($411) (0.03%)
Bonds $0 - -
Annuities $0 - -
Retirement $689,704 ($10,149) (1.45%)
Home $780,000 - -
Other Real Estate $0 - -
Cars $36,500 ($500) (1.35%)
Personal Property $0 - -
Other Assets $5,596 $20 0.36%
$3,065,372 ($18,919) (0.61%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $395,385 ($3,092) (0.78%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,700 ($2,971) (44.54%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $399,085 ($6,063) (1.50%)
Net Worth $2,666,287 ($12,856) (0.48%)
*All values shown in USD ($)
Notes:
New Month, First Entry. Markets rallied today with S&P 500 up almost 0.75 %. Yet, my portfolio did not do well.. It seems value rally is starting to fizzle...
Second Week: Quite a volatile week.. 10 year bond fell to below 1.3 %, leading to massive drawdown in financial, but on Friday yields soared back to 1.36 % and with that the rally in in financials and cyclicals in general. Consequence, portfolio barely budged for the week.
Third Week: Exactly opposite to what happened last Friday. Markets fell 0.75 %, 10 year yield continued to trickle down, which stopped on Friday. Disaster week for Oil, crude falling over 5 % for the week. Bitcoin bubble is bursting slow and steady, it is down 4% for the week.
Final Week of July: Added miniscule exposure to bitcoin and ethereum. Family travel week, CC expense shoots up.
Updated on 07/31/2021: Big tech wobble.. bitcoin shoots up

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