Beerguy's Net Worth for August 2013


Assets Value Change ($) Change (%)
Cash $31,995 ($7,005) (17.96%)
Stocks $15,847 ($6,712) (29.75%)
Bonds $98,575 $11,229 12.86%
Annuities $49,005 $3,010 6.54%
Retirement $268,710 $15,938 6.31%
Home $275,000 - -
Other Real Estate $100,000 - -
Cars $17,500 - -
Personal Property $15,000 - -
Other $0 - -
$871,632 $16,460 1.92%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $140,285 ($965) (0.68%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,642 ($3,595) (49.68%)
Car Loans $0 - -
Other $0 - -
Total Debts $143,927 ($4,560) (3.07%)
Net Worth $727,705 $21,020 2.97%
*All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension

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