MidwesternJD's Net Worth for April 2024


Assets Value Change ($) Change (%)
Cash $4,500 - -
Stocks $66,029 $1,860 2.90%
Bonds $491 $17 3.59%
Annuities $270,000 - -
Retirement $1,036,818 $23,017 2.27%
Home $375,000 - -
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $60,662 $1,162 1.95%
$2,008,500 $26,056 1.31%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $129,747 ($301) (0.23%)
Other Mortgage(s) $82,253 ($155) (0.19%)
Student Loans $0 - -
Credit Cards $0 ($3,000) -
Car Loans $0 - -
Other Debts $5,000 ($1,645) (24.76%)
Total Debts $217,000 ($5,101) (2.30%)
Net Worth $1,791,500 $31,157 1.77%
*All values shown in USD ($)
Notes:
I sure miss Mint -- need to figure out another aggregator.

Stocks = 529
Annuities = pension
Other assets = HSA
Other debts = HELOC

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