Target2017's Net Worth for March 2024


Assets Value Change ($) Change (%)
Cash $207,722 $5,722 2.83%
Stocks $3,374,875 $503,375 17.53%
Bonds $70,610 ($435,390) (86.05%)
Retirement $1,906,000 $48,000 2.58%
Home $2,500,000 $200,000 8.70%
Cars $0 - -
Other Assets $0 - -
Crypto $0 - -
Options $0 - -
$8,059,207 $321,707 4.16%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $608,389 ($1,416) (0.23%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $608,389 ($1,416) (0.23%)
Net Worth $7,450,818 $323,123 4.53%
*All values shown in USD ($)
Notes:
Updated overall AA to 80:20 (Retirement contains fair number of bonds as it's easier to do AA rebalance inside the IRA)

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