MidwesternJD's Net Worth for November 2020


Assets Value Change ($) Change (%)
Cash $8,500 - -
Stocks $31,588 $954 3.11%
Bonds $2,361 $256 12.16%
Annuities $0 - -
Retirement $578,559 $36,816 6.80%
Home $250,000 - -
Other Real Estate $125,000 - -
Cars $21,500 - -
Personal Property $0 - -
Other Assets $49,643 $2,538 5.39%
$1,067,151 $40,564 3.95%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $142,141 ($552) (0.39%)
Other Mortgage(s) $88,364 ($136) (0.15%)
Student Loans $159,870 - -
Credit Cards $1,200 $800 200.00%
Car Loans $13,728 ($525) (3.68%)
Other Debts $27,640 ($1,660) (5.67%)
Total Debts $432,943 ($2,073) (0.48%)
Net Worth $634,208 $42,637 7.21%
*All values shown in USD ($)
Notes:
Stocks = 529
Bonds = taxable
Other = HSA

Other Debts = HELOC

Plugging along. Trying to reduce HELOC balance over the next few months so we can draw on it for some foundation repairs on the rental house.

As of 11/10/20

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