Beerguy's Net Worth for October 2014


Assets Value Change ($) Change (%)
Cash $5,543 ($70) (1.25%)
Stocks $15,500 ($3,547) (18.62%)
Bonds $121,755 ($2,823) (2.27%)
Annuities $64,660 ($537) (0.82%)
Retirement $335,836 ($7,516) (2.19%)
Home $320,000 - -
Other Real Estate $90,000 - -
Cars $12,500 - -
Personal Property $15,000 - -
Other $0 - -
$980,794 ($14,493) (1.46%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $126,862 ($1,013) (0.79%)
Other Mortgage(s) $31,602 ($445) (1.39%)
Student Loans $0 - -
Credit Cards $4,581 $3,008 191.23%
Car Loans $0 - -
Other $0 - -
Total Debts $163,045 $1,550 0.96%
Net Worth $817,749 ($16,043) (1.92%)
*All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension

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