Appliedvalueinvestor's Net Worth for July 2023


Assets Value Change ($) Change (%)
Cash $169,718 ($12,053) (6.63%)
Stocks $1,928,245 $93,195 5.08%
Bonds $98,000 ($15,000) (13.27%)
Annuities $0 - -
Retirement $817,788 $30,083 3.82%
Home $840,000 - -
Other Real Estate $0 - -
Cars $14,000 ($1,000) (6.67%)
Personal Property $0 - -
HSA $5,200 - -
Commodity-Gold $1,858 $31 1.70%
$3,874,809 $95,256 2.52%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $280,208 ($2,306) (0.82%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $6,176 $1,850 42.76%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $286,384 ($456) (0.16%)
Net Worth $3,588,425 $95,712 2.74%
*All values shown in USD ($)
Notes:
First entry for July end of 2nd week.
We travelled to Yellowstone during July 4th weekend. As such I was unable to update portfolio for first week. This is the first entry for July. For the month thus far, except for last Friday, Markets have been on tear! I really really want to take some steps to reduce portfolio stock concentration and want to spend some time figuring out the best way to do so.
On an another important note, NW crossed 3.5 M for the first time.. A big goal post to hit. Another 1.5 M to go before I can chill!

3rd week of July-- Finished one week in Tx/one of the big cities.. Moving from WA/Seattle.. I could not be more wrong on timing! The heat is killing.. And I miss family dearly! Want to figure out how to get back to Seattle sooner than ever! Markets are rolling along on a steady upward beat! Future expected returns are decreasing by the day. Not much doing in this market until something gives!

Final week of July: 15 days into life in new town away from family.. No fun at all. Need to figure out a way to get a stable role back in Seattle. In terms of markets, they are on a role! I am strongly expecting some correction coming soon. I am already in Cash quite a bit but still thinking of going further into cash to wait out this rally!

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