MidwesternJD's Net Worth for January 2018


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%
$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).

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