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Beerguy's
Net Worth for March 2014
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Assets
Value
Change ($)
Change (%)
Cash
$13,800
$2,700
24.32%
Stocks
$21,201
($156)
(0.73%)
CQ IRA
$313,310
$15,460
5.19%
DQ Roth
$58,286
$3,376
6.15%
DQ IRA
$111,204
$3,799
3.54%
CQ Roth
$85,000
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Home (Zillow)
$282,042
-
-
Cars
$15,000
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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Total Assets
$914,843
$25,179
2.83%
Debts
Value
Change ($)
Change (%)
Credit Cards
$3,862
$1,589
69.91%
Car Loans
$0
-
-
Home Mortgage(s)
$133,800
($957)
(0.71%)
Other Mortgage(s)
$0
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Total Debts
$137,662
$632
0.46%
Net Worth
$777,181
$24,547
3.26%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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