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Beerguy's
Net Worth for November 2013
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Assets
Value
Change ($)
Change (%)
Cash
$21,556
($5,575)
(20.55%)
Stocks
$19,345
$1,375
7.65%
CQ IRA
$287,781
$10,758
3.88%
DQ Roth
$52,771
$2,318
4.59%
DQ IRA
$100,500
$2,268
2.31%
CQ Roth
$85,000
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-
Home (Zillow)
$288,219
$1,196
0.42%
Cars
$15,000
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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-
Total Assets
$885,172
$12,340
1.41%
Debts
Value
Change ($)
Change (%)
Credit Cards
$7,288
($7,297)
(50.03%)
Car Loans
$0
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-
Home Mortgage(s)
$137,385
($969)
(0.70%)
Other Mortgage(s)
$0
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Total Debts
$144,673
($8,266)
(5.40%)
Net Worth
$740,499
$20,606
2.86%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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