Appliedvalueinvestor's Net Worth for November 2021


Assets Value Change ($) Change (%)
Cash $203,856 ($4,192) (2.01%)
Stocks $1,579,270 $70,490 4.67%
Bonds $0 - -
Annuities $0 - -
Retirement $702,254 ($16,969) (2.36%)
Home $840,000 - -
Other Real Estate $0 - -
Cars $33,000 ($1,000) (2.94%)
Personal Property $0 - -
HSA $5,600 ($71) (1.25%)
Commodity-Gold $1,694 $9 0.53%
$3,365,674 $48,267 1.45%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $352,640 ($13,189) (3.61%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $5,377 $1,889 54.16%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $358,017 ($11,300) (3.06%)
Net Worth $3,007,657 $59,567 2.02%
*All values shown in USD ($)
Notes:
First entry for month of Nov: Wow market rebound in the past week has been amazing! Hitting record highs dy after day! Time to worry!

Second entry for the month of Nov: Precinct.. market rally stalled this week.. One of my stock investments fared poorly, providing another opportunity to add some more stocks on the cheap. Looking forward to next week when RSU vesting will happen.

Third Entry: Last week was brutal for value focused investors.. energy, commodity and financials took a beating and so did my portfolio. It was some what buffered by equity vesting of stocks from employment

Thanksgiving weekend: Market gods panicked on Friday with the new Covid Variant causing some disruption! We will find out more in the coming days how serious a threat this new variant is but the reaction from govts across the world has been brisk and it was reflected in market shedding >2 % in a single day!

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