Net Worth Update | March 2024

01 Apr 2024 - 1 min read

Net Worth

As of March 1st 2024, my current net worth stands at $243,898 USD.

Asset Allocation

Screenshot of March 2024 Investment Holdings

Cash

My cash holdings are divided between USD and CAD. I have $26,251.29 in USD and $16,107.73 in CAD, which collectively make up approximately 27.34% of my total portfolio.

Stocks

Stocks represent the largest portion of my portfolio, comprising 62.20%.

Options

Options trades constitute 10.46% of my portfolio.

I have increased my concentration in options contracts from 4.43% in February 2024 to 10.46% in March 2024. I bought 2024-06-18 leaps in Tesla and dollar cost averaged into my PayPal and Sofi positions.

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