Welcome to my monthly net worth update! Here is how my assets, liabilities, and net worth have changed over the past month:
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:
Below is a chart of my net worth since I started tracking on a monthly basis. Due to my aggressive stock allocation, my net worth has mostly mirrored the stock market.
My monthly performance against the S&P 500 is shown below:
Another lousy month for me, narrowing my YTD edge over the index to only 165 bp.