MidwesternJD's Net Worth for February 2021


Assets Value Change ($) Change (%)
Cash $6,900 ($2,100) (23.33%)
Stocks $36,275 $1,952 5.69%
Bonds $380 $2 0.53%
Annuities $0 - -
Retirement $651,300 $30,025 4.83%
Home $250,000 - -
Other Real Estate $125,000 - -
Cars $21,500 - -
Personal Property $0 - -
Other Assets $54,200 $1,631 3.10%
$1,145,555 $31,510 2.83%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $141,026 ($559) (0.39%)
Other Mortgage(s) $87,953 ($137) (0.16%)
Student Loans $0 - -
Credit Cards $5,700 $1,800 46.15%
Car Loans $12,146 ($529) (4.17%)
Other Debts $23,931 ($924) (3.72%)
Total Debts $270,756 ($349) (0.13%)
Net Worth $874,799 $31,859 3.78%
*All values shown in USD ($)
Notes:
Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC

As of 2/5/21 (birthday weekend!)

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