ba70's Net Worth for October 2023


Assets Value Change ($) Change (%)
Cash $24,099 $2,620 12.20%
Stocks $275,200 ($14,453) (4.99%)
Bonds $42,772 ($5) (0.01%)
Annuities $0 - -
Retirement $1,174,100 ($52,481) (4.28%)
Home $501,000 ($7,700) (1.51%)
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
College Savings $163,188 ($5,379) (3.19%)
$2,180,359 ($77,398) (3.43%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $2,180,359 ($77,398) (3.43%)
*All values shown in USD ($)
Notes:
10/07/2023

I hate the state of the world right now.

Comments

10/8/2023 8:00:25 AM cloudcaster
I share this sentiment, which is why I'm 87% short duration bonds right now; although, I am hopeful about this long, slow "normalizing" of monetary policy.
10/8/2023 11:06:57 AM ba70
Good move on the bonds. What little I have is a mix of short term and iBonds. I'm pretty heavy into equities at the moment though. Probably not the best idea, but greed is getting the better of me.