MidwesternJD's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $9,000 ($2,500) (21.74%)
Stocks $34,323 $909 2.72%
Bonds $378 - -
Annuities $0 - -
Retirement $621,275 $14,590 2.40%
Home $250,000 - -
Other Real Estate $125,000 - -
Cars $21,500 - -
Personal Property $0 - -
Other Assets $52,569 $790 1.53%
$1,114,045 $13,789 1.25%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $141,585 ($278) (0.20%)
Other Mortgage(s) $88,090 ($138) (0.16%)
Student Loans $0 - -
Credit Cards $3,900 $849 27.83%
Car Loans $12,675 ($529) (4.01%)
Other Debts $24,855 ($1,145) (4.40%)
Total Debts $271,105 ($1,241) (0.46%)
Net Worth $842,940 $15,030 1.82%
*All values shown in USD ($)
Notes:
As of market close 12/31/20.

2020 was a rough year in many ways, but it was good to us financially. Excited to see what 2021 brings.

Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC

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