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Beerguy's
Net Worth for November 2014
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Assets
Value
Change ($)
Change (%)
Cash
$4,800
($743)
(13.40%)
Stocks
$15,520
$20
0.13%
CQ IRA
$347,000
$11,164
3.32%
DQ Roth
$66,698
$2,038
3.15%
DQ IRA
$126,340
$4,585
3.77%
CQ Roth
$90,000
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Home (Zillow)
$320,000
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-
Cars
$12,500
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-
Life Insurance
$0
-
-
Personal Property
$15,000
-
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Total Assets
$997,858
$17,064
1.74%
Debts
Value
Change ($)
Change (%)
Credit Cards
$2,574
($2,007)
(43.81%)
Car Loans
$0
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-
Home Mortgage(s)
$125,762
($1,100)
(0.87%)
Other Mortgage(s)
$31,075
($527)
(1.67%)
Total Debts
$159,411
($3,634)
(2.23%)
Net Worth
$838,447
$20,698
2.53%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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