MidwesternJD's Net Worth for December 2018


Assets Value Change ($) Change (%)
Cash $4,130 ($2,125) (33.97%)
Stocks $14,732 $132 0.90%
Bonds $2,516 ($84) (3.23%)
Annuities $0 - -
Retirement $324,779 ($31,756) (8.91%)
Home $250,000 - -
Other Real Estate $0 - -
Cars $5,500 - -
Personal Property $0 - -
Other Assets $30,537 ($1,123) (3.55%)
$632,194 ($34,956) (5.24%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $148,038 ($178) (0.12%)
Other Mortgage(s) $0 - -
Student Loans $151,500 $500 0.33%
Credit Cards $1,744 ($1,026) (37.04%)
Car Loans $2,935 ($275) (8.57%)
Other Debts $0 - -
Total Debts $304,217 ($979) (0.32%)
Net Worth $327,977 ($33,977) (9.39%)
*All values shown in USD ($)
Notes:
As of 12/25/18

Bonds - taxable account
Stocks - 529
Other Assets - HSA

Comments