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Beerguy's
Net Worth for March 2013
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Assets
Value
Change ($)
Change (%)
Cash
$37,520
$1,183
3.26%
Stocks
$16,760
($1,224)
(6.81%)
CQ IRA
$236,697
$5,203
2.25%
DQ Roth
$43,122
$997
2.37%
DQ IRA
$87,733
$288
0.33%
CQ Roth
$100,000
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Home (Zillow)
$278,000
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-
Cars
$17,500
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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Total Assets
$832,332
$6,447
0.78%
Debts
Value
Change ($)
Change (%)
Credit Cards
$2,541
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Car Loans
$0
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-
Home Mortgage(s)
$105,331
($1,067)
(1.00%)
Other Mortgage(s)
$0
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Total Debts
$107,872
($1,067)
(0.98%)
Net Worth
$724,460
$7,514
1.05%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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