All figures except my Jeep value are generated from Mint.com.
Well February was a crazy month with the S&P 500 dropping by 12% Unless you are 100% cash and/or shorting the market you felt the effects in your portfolio.
My net worth fortunately dropped by only 4.2% which is pretty much as expected. I have been keeping my net worth at a .3 - .4 beta since I retired two years ago. I continue to feel fortunate that I have a huge CD position and a 65/35 stock bond 401k which rebalances quarterly.
I have been stepping in a bit more aggressively as of late and have taken a pretty good beating especially on my energy positions.
As I write this update, the DJIA is trading around 20k, down roughly 30% from last months all time high. If the market continues to break through the circuit breakers and hits a 40% bear market, I may be reporting a networth with a 7-handle in a few weeks.
I'll keep adding, but am being somewhat cautious. Seeing LYB at 37, IBM at 95, OHI at 21, and BP at 18 is crazy.
Be safe out there everyone and keeping feeding the fire!
My net worth fortunately dropped by only 4.2% which is pretty much as expected. I have been keeping my net worth at a .3 - .4 beta since I retired two years ago. I continue to feel fortunate that I have a huge CD position and a 65/35 stock bond 401k which rebalances quarterly.
I have been stepping in a bit more aggressively as of late and have taken a pretty good beating especially on my energy positions.
As I write this update, the DJIA is trading around 20k, down roughly 30% from last months all time high. If the market continues to break through the circuit breakers and hits a 40% bear market, I may be reporting a networth with a 7-handle in a few weeks.
I'll keep adding, but am being somewhat cautious. Seeing LYB at 37, IBM at 95, OHI at 21, and BP at 18 is crazy.
Be safe out there everyone and keeping feeding the fire!
Assets
Checking --- $53,784
Savings/Investments --- $411,796
Lending Club --- $165
HSA --- $2,015
IRA --- $10,470
401K --- $394,181
2014 Jeep Wrangler --- $17,800
Checking --- $53,784
Savings/Investments --- $411,796
Lending Club --- $165
HSA --- $2,015
IRA --- $10,470
401K --- $394,181
2014 Jeep Wrangler --- $17,800
Liabilities
$2287
Net Worth
$887,924
YTD Totals
2020
***Jan 1, 2020 --- $926,699***
Jan 31, 2020 --- $923,180
Mar 31, 2020 ---
Apr 30, 2020 ---
May 31, 2020 ---
June 30, 2020 ---
July 31, 2020 ---
Aug 31, 2020 ---
Sep 30, 2020 ---
Oct 31, 2020 ---
Nov 30, 2020 ---
Dec 31, 2020 ---
2019
***Jan 1,2019 --- $864,816***
Jan 31, 2019 --- $887,560
Feb 28. 2019 --- $895,998
Mar 31, 2019 --- $899,902
Apr 30, 2019 --- $904,190
May 31, 2019 --- $880,455
June 30, 2019 --- $894,816
July 31, 2019 --- 898,515
Aug 31, 2019 --- $894,960
Sept 30, 2019 --- $900,639
Oct 31, 2019 --- $904,935
Nov 30 2019 --- $915,534
Dec 31, 2019 --- $926,699
2018
Jan 2018 --- $917,116
Feb 2018 --- $910,667
Mar 2018 --- $909,746
Apr 2018 --- $903,416
May 2018 --- $889,032
Jun 2018 --- $893,278
Jul 2018 --- $892,002
Aug 2018 --- $896,619
Sep 2018 --- $899,763
Oct 2018 --- $876,927
Nov 2018 --- $891,402
Dec 2018 --- $864,613
2017
May 2017 --- $835,009
July 2017 --- $851,904
Aug 2017 --- $860,072
Oct 2017 --- $887,033
Dec 2017 --- $914,266
There is no down time when building a path that doesn't lead back to ZERO
2017
May 2017 --- $835,009
July 2017 --- $851,904
Aug 2017 --- $860,072
Sept 2017 --- $869,374
Oct 2017 --- $887,033
Nov 2017 --- $897,145
Dec 2017 --- $914,266
There is no down time when building a path that doesn't lead back to ZERO
MDP -
ReplyDeleteIt is Insane out there. So much volatility. We will persevere and buy when it makes sense.
-Lanny
ReplyDeleteNice Article. Thank you for sharing the informative article with us. Stock Investor provides latest Indian stock market news and Live BSE/NSE Sensex & Nifty updates.Find the relevant updates regarding Buy & Sell....
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