Appliedvalueinvestor's Net Worth for December 2021


Assets Value Change ($) Change (%)
Cash $156,187 ($47,669) (23.38%)
Stocks $1,651,810 $72,540 4.59%
Bonds $0 - -
Annuities $0 - -
Retirement $722,643 $20,389 2.90%
Home $840,000 - -
Other Real Estate $0 - -
Cars $32,000 ($1,000) (3.03%)
Personal Property $0 - -
HSA $5,705 $105 1.88%
Commodity-Gold $1,730 $36 2.13%
$3,410,075 $44,401 1.32%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $339,416 ($13,224) (3.75%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,594 ($2,783) (51.76%)
Car Loans $0 - -
Other Debts $0 - -
Total Debts $342,010 ($16,007) (4.47%)
Net Worth $3,068,065 $60,408 2.01%
*All values shown in USD ($)
Notes:
1st Entry for December: A brutal week in the markets! Two of my highest conviction (and concentration) stocks took a huge beating and NW now back to well below 3M :( .. Took advantage of market downturn to draw down on cash holdings and add to investments! I feel I still am holding too much of cash on hand and if markets continue their downturn.. I may find a way to invest some of these funds
2nd week of Dec: Markets bounced back this week and AAPL is on the run!
3rd Week: Market rally seems to fizzle out..rate hikes coming in the new year.
4th Week (Christmas Week): Omnicron seems to be spreading but markets have shrugged off the threat! Inflation induced rate hikes also seem to be priced in!
New Years Eve and Final Net worth Update for 2021..

Comments

1/2/2022 12:42:57 PM Appliedvalueinvestor
Networth grew by ~40 %. For two years in a row now, a very robust increase in net worth. Third time lucky? I sure would hope!