Beerguy's Net Worth for July 2015


Assets Value Change ($) Change (%)
Cash $2,512 ($573) (18.57%)
Stocks $20,766 ($1,153) (5.26%)
CQ IRA $197,692 $4,720 2.45%
DQ Roth $76,328 $1,929 2.59%
DQ IRA $59,630 $869 1.48%
CQ Roth $82,030 $1,605 2.00%
Home (Zillow) $410,000 - -
Cars $27,500 - -
Life Insurance $0 - -
Personal Property $180,952 $2,311 1.29%
$1,057,410 $9,708 0.93%
 
Debts Value Change ($) Change (%)
Credit Cards $2,213 ($1,472) (39.95%)
Car Loans $0 - -
Home Mortgage(s) $118,151 ($791) (0.67%)
Other Mortgage(s) $24,544 ($745) (2.95%)
Total Debts $144,908 ($3,008) (2.03%)
Net Worth $912,502 $12,716 1.41%
*All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= Her Roth
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
Cars = Car & Personal property
PP= rollover IRA
Other RE = My Roth

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