MidwesternJD's Net Worth for August 2021


Assets Value Change ($) Change (%)
Cash $2,700 ($2,400) (47.06%)
Stocks $42,853 $1,347 3.25%
Bonds $394 - -
Annuities $0 - -
Retirement $746,390 $16,437 2.25%
Home $300,000 $20,000 7.14%
Other Real Estate $160,000 $5,000 3.23%
Cars $22,000 - -
Personal Property $0 - -
Other Assets $53,500 $900 1.71%
$1,327,837 $41,284 3.21%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $139,613 ($284) (0.20%)
Other Mortgage(s) $87,000 ($259) (0.30%)
Student Loans $0 - -
Credit Cards $5,800 $1,300 28.89%
Car Loans $8,927 ($541) (5.71%)
Other Debts $22,165 ($1,151) (4.94%)
Total Debts $263,505 ($935) (0.35%)
Net Worth $1,064,332 $42,219 4.13%
*All values shown in USD ($)
Notes:
As of 7/26

Stocks = 529
Bonds = taxable
Other assets = HSA
Other debts = HELOC

Zillow now estimating our house at $345K, Redfin at $290K. Rental is $186K (Zillow) or $152K (Redfin). Zillow is a bit high IMO but based on recent sales prices isn't out of the ballpark. The market here is crazy for a small Midwestern city.

Comments