Net Worth Update May 2021: $2,638,819.77 (-$10,849.29, -0.41%)

Welcome to my monthly net worth update! Here is how my assets, liabilities, and net worth have changed over the past month:

	Beginning balance on 5/1/2021	+ Cash inflow /(outflow)	+ $ P/L	= Ending Balance on 5/31/2021	% P/L	% Equity
ASSETS
Current assets
Cash	(40,492.44)	(3,338.28)	0.00	(43,830.72)	0.00%	-1.66%
Bonds	13,056.61	(52.42)	(1,149.32)	11,854.87	-8.80%	0.45%
Stocks	2,115,930.82	4,347.86	(28,130.24)	2,092,148.44	-1.33%	79.28%
Total current assets	2,088,494.99	957.16	(29,279.56)	2,060,172.59	-1.40%	78.07%
Tax-deferred retirement account	351,822.84		3,855.12	355,677.96	1.10%	13.48%
Roth IRA	149,894.30		4,377.52	154,271.82	2.92%	5.85%
Home	44,850.00		8,073.00	52,923.00	18.00%	2.01%
Gold	19,062.90		1,303.17	20,366.07	6.84%	0.77%
Other non-current assets	1,139.53		18.77	1,158.30	1.65%	0.04%
Total assets	2,655,264.56	957.16	(11,651.98)	2,644,569.74	-0.44%	100.22%
LIABILITIES & EQUITY
Liabilities
Current liabilities	66.79	154.47	0.00	221.26		0.01%
Long-term liabilities
Student loan	5,528.71	0.00	0.00	5,528.71		0.21%
Other non-current liabilities	0.00	0.00	0.00	0.00		0.00%
Total liabilities	5,595.50	154.47	0.00	5,749.97		0.22%
Equity (net worth)	2,649,669.06	802.69	(11,651.98)	2,638,819.77	-0.44%	100.00%

Net worth: Bottom line up front, my net worth decreased by $10,849.29,  down 0.41% this month due to marked-to-market investment losses (+$11,651.98, -0.44%) partially offset by net cash inflow (+$802.69, +0.03%). 

Here is the breakdown of my balance sheet:

Portfolio Update May 2021: Bought 7 Stocks for $4,879.10, Sold 1 for $264.15, Net Inflow $4,614.95

The time has come for my monthly portfolio update. At the end of every month, I will update my portfolio and comment on any changes. I do that for accountability and also so you may glean some ideas on how I allocate my capital. You have the opportunity to learn from what I do well so you can do the same, as well as what I do poorly, so you will not have to repeat my mistakes.

Follow my real-time portfolio here. Below is a snapshot of my portfolio as of 5/31/21:

Options Update: May 2021

Welcome to my monthly options update!

Here, I shall write monthly options update articles to keep track of options trades in my portfolio. Each options update serves as a status report on the open options and the obligations I have. A running tally of all my options trades and income to date are found on the Options page.

This was a quiet month for me, as I did trade any options.

Assigned Options

No option got assigned this month.