cloudcaster's Net Worth for December 2023


Assets Value Change ($) Change (%)
Taxable $320,907 $5,985 1.90%
Tax Deferred $1,685,481 $16,504 0.99%
Tax Free $495,511 $9,831 2.02%
Home $500,000 - -
4x Cars $40,000 - -
529 Accounts $64,045 $1,131 1.80%
$3,105,944 $33,451 1.09%
 
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 $3,105,944 $33,451 1.09%
*All values shown in USD ($)
Notes:
Equity 20 / Bonds 80
Primarily four to eight week T-bills. Approx $500k in laddered TIPS.
I'll continue to move in to equities once I get past 2023 business distributions and Jan estimated tax payment, which will be substantial.
Overall, a good 2023. In fact, it was great, especially considering how much doom and gloom I was feeling. I've also learned a valuable lesson this year. Doom and gloom is just a feeling and I have no idea what's going to actually happen. Stay invested, weather the storms, and keep sailing...

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