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MidwesternJD's
Net Worth for January 2021
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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%
Total Assets
$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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