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JD2005's
Net Worth for March 2020
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Assets
Value
Change ($)
Change (%)
Cash
$59,017
$1,808
3.16%
Taxable Account
$0
-
-
Combined Retirement
$345,955
($46,729)
(11.90%)
Home
$660,000
-
-
Cars
$16,000
($1,000)
(5.88%)
HSA
$5,539
($2,225)
(28.66%)
529s
$105,645
($15,306)
(12.65%)
Total Assets
$1,192,156
($63,452)
(5.05%)
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$419,557
($1,136)
(0.27%)
Other Mortgage(s)
$0
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-
Other Debts
$0
-
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Total Debts
$419,557
($1,136)
(0.27%)
Net Worth
$772,599
($62,316)
(7.46%)
*
All values shown in USD ($)
Notes:
Annuities = 529; Other = HSA; depreciating cars $500/month each
OH COVID-19! Don't like what it did to our holdings, however we are buying into market at a sale right now.
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