Net Worth Update | February 2024

25 Feb 2024 - 1 min read

Net Worth

As of February 25th 2024, my current net worth stands at $206,706.24 USD.

Asset Allocation

Screenshot of February 2024 Investment Holdings

Screenshot of February 2024 Bar Chart Holdings

Cash

My cash holdings are divided between USD and CAD. I have $1,480.44 in USD and $36,170.75 in CAD, which collectively make up approximately 26.13% of my total portfolio.

With the S&P 500 and Dow Jones reaching record highs, I have been increasing my cash position in preparation for a potential market pullback.

Additionally, I am earning 5% interest annually on my cash holdings.

Stocks

Stocks represent the largest portion of my portfolio, comprising 69.43%.

Options

Options trades constitute 4.43% of my portfolio. Currently focusing on PYPL and SOFI call options because I think they will respond positively if interest rates fall.

Options trading allows me to capitalize on market movements without committing large amounts of capital.

Notice The information or service is for informational purposes only and is not intended to be personal financial advice.