Appliedvalueinvestor's Net Worth for September 2023


Assets Value Change ($) Change (%)
Cash $174,890 $27,141 18.37%
Stocks $1,910,168 $32,303 1.72%
Bonds $98,000 - -
Annuities $0 - -
Retirement $817,096 $18,704 2.34%
Home $840,000 - -
Other Real Estate $0 - -
Cars $12,000 ($1,000) (7.69%)
Personal Property $0 - -
HSA $5,000 ($100) (1.96%)
Commodity-Gold $1,842 $24 1.32%
$3,858,996 $77,072 2.04%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $275,348 $148 0.05%
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $8,916 $3,611 68.07%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $284,264 $3,759 1.34%
Net Worth $3,574,732 $73,313 2.09%
*All values shown in USD ($)
Notes:
Into the month of September! August went by too fast!
I have some big expenses coming up.. so expect to see a big dent in liquid cash! Markets rebounded quite well in the last week of August to give some breather to otherwise a brutal August!
Into second week of Sept, this entry is from Austin. Havent had much time to follow up on markets this past week. Noticed some weakness in AAPL and NVDA stock following news out of China on apple devices ban and controversy around NVDA and Coreweave a startup that has received huge line of credit from NVDA. Have some upcoming expenses .. that I am not looking forward to but in the name of live a little, I intend to follow through on!
Ending 2nd week of Sept: The anticipated big-ticket expense hit CC. Another piece of dour news, spouse business impacted from 2 client leaving.. leading to quite a drastic drop in her monthly income! We may have to reevaluate our planned future spending to adjust to this reality! In terms of markets, the past week was good for my portfolio vis-a-vis-SP500! May be the tide is turning towards high quality value from growth tech! This would be a foreboding of good days for my style of investing!

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