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MidwesternJD's
Net Worth for November 2020
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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%
Total Assets
$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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