Appliedvalueinvestor's Net Worth for April 2023


Assets Value Change ($) Change (%)
Cash $168,032 ($17,379) (9.37%)
Stocks $1,770,417 $121,632 7.38%
Bonds $125,000 - -
Annuities $0 - -
Retirement $752,272 $39,987 5.61%
Home $840,000 - -
Other Real Estate $0 - -
Cars $16,000 ($1,000) (5.88%)
Personal Property $0 - -
HSA $5,150 $150 3.00%
Commodity-Gold $1,890 $9 0.48%
$3,678,761 $143,399 4.06%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $287,407 ($2,388) (0.82%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $4,965 $1,893 61.62%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $292,372 ($495) (0.17%)
Net Worth $3,386,389 $143,894 4.44%
*All values shown in USD ($)
Notes:
1st of April: Markets seemed to have completely brushed off the banking crisis. At the end of first quarter, SP500 has risen a healthy 7 %. Much of it resulting from extremely bullish moves in the last week of the quarter! On personal note, I began my new W2 employment and received my first pay cheque.
2nd Week of April: Its tax time and it sure is no fun! This year, again,I owe a brand new Model-3 in taxes :(.. Past week was rather calm in the markets.. On personal front, for a month now.. we are all struggling with illness of one kind or other! hopefully things will settle down soon! On expenses front, we have quite a few big ticket items coming this month including a new interior paint and some upcoming travels!

Final week of April.
Missed on updating numbers for last week. Markets took a full circle in two weeks to be right where it was mid-April and so is my networth. On the expenses side of things with new job, our expenses have gone up significantly and income not so much :( As my time to move to new city comes closer I am re evaluating whether i made the right call on accepting an out of state job!
In terms of changes in NW, cash went down quite a bit as I moved a bunch to money market fund in my brokerage account.. which I am counting as investment in stocks

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