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Beerguy's
Net Worth for September 2014
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Assets
Value
Change ($)
Change (%)
Cash
$5,613
($1,779)
(24.07%)
Stocks
$19,047
$1,080
6.01%
CQ IRA
$343,352
$13,822
4.19%
DQ Roth
$65,197
$2,840
4.55%
DQ IRA
$124,578
$6,147
5.19%
CQ Roth
$90,000
$5,000
5.88%
Home (Zillow)
$320,000
$10,000
3.23%
Cars
$12,500
-
-
Life Insurance
$0
-
-
Personal Property
$15,000
-
-
Total Assets
$995,287
$37,110
3.87%
Debts
Value
Change ($)
Change (%)
Credit Cards
$1,573
($410)
(20.68%)
Car Loans
$0
-
-
Home Mortgage(s)
$127,875
($975)
(0.76%)
Other Mortgage(s)
$32,047
$9,045
39.32%
Total Debts
$161,495
$7,660
4.98%
Net Worth
$833,792
$29,450
3.66%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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