JD2005's Net Worth for March 2020


Assets Value Change ($) Change (%)
Cash $59,017 $1,808 3.16%
Taxable Account $0 - -
Combined Retirement $345,955 ($46,729) (11.90%)
Home $660,000 - -
Cars $16,000 ($1,000) (5.88%)
HSA $5,539 ($2,225) (28.66%)
529s $105,645 ($15,306) (12.65%)
$1,192,156 ($63,452) (5.05%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $419,557 ($1,136) (0.27%)
Other Mortgage(s) $0 - -
Other Debts $0 - -
Total Debts $419,557 ($1,136) (0.27%)
Net Worth $772,599 ($62,316) (7.46%)
*All values shown in USD ($)
Notes:
Annuities = 529; Other = HSA; depreciating cars $500/month each

OH COVID-19! Don't like what it did to our holdings, however we are buying into market at a sale right now.

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