Updating end of August numbers.
End of NW Change
12/13: $41,032
12/14: $106,801 $65,769
12/15: $197,262 $90,461
12/16: $276,361 $79,099
12/17: $368,051 $91,690
12/18: $394,472 $26,421
12/19: $560,195 $165,723
12/20: $840,205 $280,010
01/21: $858,525 $18,320
02/21: $890,820 $32,295
03/21: $925,713 $34,893
04/21: $983,951 $58,238
05/21: $952,164 $(31,787)
06/21: $962,171 $10,007
07/21: $997,313 $35,142
08/21: $1,108,581 $111,268
Current $1,108,581 $111,268
Year to date: +$268,376
In 2021 I started researching and analyzing various companies. Eventually I bought into several and slowly accumulated long term positions. At the time this only accounted for about 10% of our portfolio but that is beginning to grow as the companies perform well and the value increases. Its been extremely fun watching the companies grow and expand their business so I'll probably keep doing this type of investing with a portion of our portfolio. All that being said, this has introduced a decent amount of volatility into our month to month numbers.