Quick notes on my yearly updates on financial stuff:
total AUM went from ~$300,000 to $355,000
Equities ~$120,000 to $175,000
Bonds ~$180k
I did not expect to save that much due to reduced bonuses from work and higher one-time expenses.
Significant gains came from moves made in stock market - US Election never fails to bring joy and opportunities
This represents a bump of 18% in total AUM, is breaking my previous high of +~$48,000 in a single year.
Looking forward, goal is to further up equities until it is at least 65:35
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