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Beerguy's
Net Worth for May 2014
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Assets
Value
Change ($)
Change (%)
Cash
$18,209
$4,509
32.91%
Stocks
$13,719
($4,851)
(26.12%)
CQ IRA
$317,726
$4,974
1.59%
DQ Roth
$58,498
$220
0.38%
DQ IRA
$112,887
$1,652
1.49%
CQ Roth
$85,000
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-
Home (Zillow)
$282,042
-
-
Cars
$15,000
-
-
Life Insurance
$0
-
-
Personal Property
$15,000
-
-
Total Assets
$918,081
$6,504
0.71%
Debts
Value
Change ($)
Change (%)
Credit Cards
$3,385
$1,169
52.75%
Car Loans
$0
-
-
Home Mortgage(s)
$131,813
($987)
(0.74%)
Other Mortgage(s)
$0
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Total Debts
$135,198
$182
0.13%
Net Worth
$782,883
$6,322
0.81%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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