Appliedvalueinvestor's Net Worth for October 2021


Assets Value Change ($) Change (%)
Cash $208,048 $10,878 5.52%
Stocks $1,508,780 $49,817 3.41%
Bonds $0 - -
Annuities $0 - -
Retirement $719,223 $27,853 4.03%
Home $840,000 - -
Other Real Estate $0 - -
Cars $34,000 ($1,000) (2.86%)
Personal Property $0 - -
HSA $5,671 $51 0.91%
Commodity-Gold $1,685 $65 4.01%
$3,317,407 $87,664 2.71%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $365,829 ($3,354) (0.91%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,488 ($2,877) (45.20%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $369,317 ($6,231) (1.66%)
Net Worth $2,948,090 $93,895 3.29%
*All values shown in USD ($)
Notes:
First Entry for Oct: Good start to 4th quarter, with markets finally rallying. Sept saw first monthly drop in index (SP 500) and AVI- net worth since Mar 2020
Second Entry for Oct: Voltality continues.. 10 year yield now up to 1.6 %.. Chatter of persistent inflation growing.. and rotation into value/commodity happening..
3rd entry for Oct: Bitcoin has ripped this week. I had a very small investment in crypto, sold enough to retrieve the cash invested and will let the remainder go along for the ride. Bank stocks soared after earnings.
4th entry for Oct: Two of my stock holdings had a bad week, one dropping 11% and second dropping 5%.
Final entry for Oct 2021: FB changed its name to Meta this week. Stock tanked after earnings but has recovered some what after the buzz around name change. Markets reaching all time high..

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