Appliedvalueinvestor's Net Worth for February 2023


Assets Value Change ($) Change (%)
Cash $186,611 ($3,473) (1.83%)
Stocks $1,658,987 ($52,732) (3.08%)
Bonds $125,000 $13,298 11.90%
Annuities $0 - -
Retirement $766,166 ($19,385) (2.47%)
Home $840,000 - -
Other Real Estate $0 - -
Cars $18,000 ($1,000) (5.26%)
Personal Property $0 - -
HSA $5,000 - -
Commodity-Gold $1,718 ($122) (6.63%)
$3,601,482 ($63,414) (1.73%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $292,176 ($2,374) (0.81%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,860 $216 8.17%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $295,036 ($2,158) (0.73%)
Net Worth $3,306,446 ($61,256) (1.82%)
*All values shown in USD ($)
Notes:
First Entry in Feb: we are 3 days into the month of Feb. Yesterday market action, felt like 2021 euphoria was back in vogue! Today however Amazon earnings were announced and the markets pared back some gains! For me in particular, it was a mixed bag.. Meta, which I own quite a bit of went up >25 % yesterday but Mkl, which I also own quite a bit, when down 6 %. In terms of employment, I am still waiting to get a firm offer in hand. I am very close on two roles.. hopefully next week will bring some solid news! On family front travel is in the wings! Kids and Spouse are making an international trip.. giving me some time to be alone and take stock of events of past year and reflect on my plan of action in the coming year

2nd week of Feb: On the job front, I got 3 offers to choose from and life could not have been more difficult! At one point, I was happy accepting any role and now with 3, it is getting hard to choose. A big contention issue is .. most stable offer I have requires me to move to different state and not something anyone in my family is keen on doing. Back to markets, it finally took a breather.. I got an opportunity to deploy some cash,, which is a good thing, I must say, given how crazy the markets have been in the new year,,,,

3rd Week of Feb: To begin with, an update on the offers, I decided to go with an offer from big firm, in lieu of working for a startup. Not sure if its a right now.. only time will tell. Back to Markets, not much happened in the past week of note! It was pretty calm week with markets slightly down! I do want to note something interesting in one of my IRA accounts. Apparently some shares of HCA were transferred to my account in the amount of $21000. Not sure if its an error..I guess I will find out soon.. But kinda a surprising for sure! Finally, my phone brokedown this week and had to shell out $1K to get a new iPhone :(

4th week of Feb: Finally a downturn! The week was somewhat brutal. We saw the first single day >2% decline in the SP500 index for the year. For the week markets were down ~3 % giving away 50 % of the gains for the year in one week. It was particularly brutal for some tech stock ks, including google and amazon.

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