MidwesternJD's Net Worth for October 2020


Assets Value Change ($) Change (%)
Cash $8,500 ($19,500) (69.64%)
Stocks $30,634 $398 1.32%
Bonds $2,105 ($991) (32.01%)
Annuities $0 - -
Retirement $541,743 ($18,075) (3.23%)
Home $250,000 - -
Other Real Estate $125,000 $125,000 -
Cars $21,500 - -
Personal Property $0 - -
Other Assets $47,105 ($2,795) (5.60%)
$1,026,587 $84,037 8.92%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $142,693 - -
Other Mortgage(s) $88,500 $65,900 291.59%
Student Loans $159,870 - -
Credit Cards $400 ($2,700) (87.10%)
Car Loans $14,253 ($521) (3.53%)
Other Debts $29,300 $29,300 -
Total Debts $435,016 $91,979 26.81%
Net Worth $591,571 ($7,942) (1.32%)
*All values shown in USD ($)
Notes:
Stocks = DD 529
Bonds = taxable
Other Assets = HSA

Other Debts = HELOC

Bought our neighbor's 120yo farmhouse, which needs about $10K of foundation work. Still deciding whether to race the HELOC and then run it back up again or keep it to the minimum $50/month payment (through 2024) and try to pay cash. Should be a profitable rental if we can find the time to work on it over the winter.

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