cicero's Net Worth for February 2024


Assets Value Change ($) Change (%)
Cash $223,725 ($136,989) (37.98%)
Stocks $1,773,068 $52,842 3.07%
Bonds $33,000 ($401) (1.20%)
Net Firm Capital $364,000 - -
Retirement $1,028,946 $23,758 2.36%
Home $2,400,000 - -
Second Home $900,000 $90,000 11.11%
Cars $85,000 - -
College Savings $268,090 $1,775 0.67%
Private Equity $171,000 $22,000 14.77%
$7,246,829 $52,985 0.74%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,428,270 ($3,206) (0.22%)
Energy Efficiency Loan $19,047 ($299) (1.55%)
Car Loans $20,669 ($1,073) (4.94%)
Line of Credit $0 - -
Total Debts $1,467,986 ($4,578) (0.31%)
Net Worth $5,778,843 $57,563 1.01%
*All values shown in USD ($)
Notes:

Comments

2/28/2024 2:31:54 PM testertest98
Hi. Would you be willing to share what Private Equity firm(s) you use and your experience in investing in this channel? I don't have any experience / knowledge, hence the question...
2/28/2024 2:53:34 PM cicero
In general, private equity doesn't make sense for an individual investor and I wouldn't recommend it. Because of my job, I have access to a fund-of-funds that isn't available to the general public. I'm willing to invest in it because it's diversified among PE sponsors and has co-investment opportunities that cut out the PE management fees, and even then I'm ambivalent enough that I'm keeping it to a small portion of my net worth.
2/28/2024 8:45:26 PM testertest98
Got it. Thanks very much...