MidwesternJD's Net Worth for November 2023


Assets Value Change ($) Change (%)
Cash $9,500 $3,500 58.33%
Stocks $55,201 $3,860 7.52%
Bonds $447 $13 3.00%
Annuities $0 - -
Retirement $886,045 $58,653 7.09%
Home $370,000 - -
Other Real Estate $160,000 - -
Cars $30,000 - -
Personal Property $5,000 - -
Other Assets $53,600 $4,200 8.50%
$1,569,793 $70,226 4.68%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $131,295 ($617) (0.47%)
Other Mortgage(s) $82,869 ($306) (0.37%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $214,164 ($923) (0.43%)
Net Worth $1,355,629 $71,149 5.54%
*All values shown in USD ($)
Notes:
Stocks = 529
Other = HSA
As of 12/1/23

Comments