cloudcaster's Net Worth for November 2023


Assets Value Change ($) Change (%)
Taxable $314,922 $18,121 6.11%
Tax Deferred $1,668,977 $26,380 1.61%
Tax Free $485,680 $25,150 5.46%
Home $500,000 - -
4x Cars $40,000 - -
529 Accounts $62,914 ($14,506) (18.74%)
$3,072,493 $55,145 1.83%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $3,072,493 $55,145 1.83%
*All values shown in USD ($)
Notes:
Backdoor Roth executed. Wonder how long before this blatant loophole gets closed? Will continue to take advantage while I can. Stock/Bond mix currently 16/84, will trickle back into equities for the remainder of the year, including year-end business distributions, which should be healthy.

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