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Beerguy's
Net Worth for December 2009
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Assets
Value
Change ($)
Change (%)
Cash
$59,990
($1,029)
(1.69%)
Stocks
$38,168
$6,852
21.88%
CQ IRA
$107,088
($60,011)
(35.91%)
DQ Roth
$20,835
$20,835
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DQ IRA
$46,740
$46,740
-
CQ Roth
$100,000
-
-
Home (Zillow)
$278,000
-
-
Cars
$25,000
($3,000)
(10.71%)
Life Insurance
$0
-
-
Personal Property
$15,000
-
-
Total Assets
$690,821
$10,387
1.53%
Debts
Value
Change ($)
Change (%)
Credit Cards
$1,854
($1,180)
(38.89%)
Car Loans
$0
-
-
Home Mortgage(s)
$145,760
($935)
(0.64%)
Other Mortgage(s)
$0
-
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Total Debts
$147,614
($2,115)
(1.41%)
Net Worth
$543,207
$12,502
2.36%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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