Appliedvalueinvestor's Net Worth for March 2022


Assets Value Change ($) Change (%)
Cash $187,176 $24,946 15.38%
Stocks $1,645,127 $32,339 2.01%
Annuities $0 - -
Retirement $748,765 $23,577 3.25%
Home $840,000 - -
Other Real Estate $0 - -
Cars $29,000 ($1,000) (3.33%)
Personal Property $0 - -
HSA $5,343 ($87) (1.60%)
Commodity-Gold $1,857 $67 3.74%
$3,457,268 $79,842 2.36%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $319,598 ($3,284) (1.02%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $6,119 $1,514 32.88%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $325,717 ($1,770) (0.54%)
Net Worth $3,131,551 $81,612 2.68%
*All values shown in USD ($)
Notes:
First entry for March. I have been traveling out of country and did not find time for updates. In the last two weeks we saw amazing market volatility and the adage "do nothing".. while seemingly easy was the most difficult to implement this month.. Glad I stuck to it!

Second entry for March: Fed hawkish stance seemed to have been digested well by the markets.. For now it seems the worst in market returns is behind us and so it seems peak inflation. Things should ease from here on forward with supply chain constraints easing and demand slowing (as a result of rising gas price and inflation),

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