-
Toggle navigation
Networth
Share
Profiles
Blog/website chart
Log in
MidwesternJD's
Net Worth for January 2018
View previous entry
View next entry
Assets
Value
Change ($)
Change (%)
Cash
$4,635
($1,965)
(29.77%)
Stocks
$13,588
$1,348
11.01%
Bonds
$2,620
$2,620
-
Annuities
$0
-
-
Retirement
$362,080
$12,345
3.53%
Home
$250,000
-
-
Other Real Estate
$0
-
-
Cars
$7,500
$500
7.14%
Personal Property
$0
-
-
Other Assets
$31,375
$4,375
16.20%
Total Assets
$671,798
$19,223
2.95%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$150,843
($227)
(0.15%)
Other Mortgage(s)
$0
-
-
Student Loans
$147,500
$500
0.34%
Credit Cards
$1,036
($44)
(4.07%)
Car Loans
$5,794
($426)
(6.85%)
Other Debts
$0
-
-
Total Debts
$305,173
($197)
(0.06%)
Net Worth
$366,625
$19,420
5.59%
*
All values shown in USD ($)
Notes:
"Other" = HSA
"Stocks" = DD's 529
"Bonds" = Taxable account
Next month I turn 34 and hope to hit a NW milestone (I'm giving myself til the end of the month but it may still be a stretch depending on market conditions).
×
Are you sure you want to delete this entry?
Comments