Beerguy's Net Worth for August 2015


Assets Value Change ($) Change (%)
Cash $3,336 $824 32.80%
Stocks $15,900 ($4,866) (23.43%)
Bonds $56,475 ($3,155) (5.29%)
Annuities $71,187 ($5,141) (6.74%)
Retirement $185,226 ($12,466) (6.31%)
Home $410,000 - -
Other Real Estate $75,823 ($6,207) (7.57%)
Cars $27,500 - -
Personal Property $171,615 ($9,337) (5.16%)
Other $0 - -
$1,017,062 ($40,348) (3.82%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $117,358 ($793) (0.67%)
Other Mortgage(s) $23,805 ($739) (3.01%)
Student Loans $0 - -
Credit Cards $3,342 $1,129 51.02%
Car Loans $0 - -
Other $0 - -
Total Debts $144,505 ($403) (0.28%)
Net Worth $872,557 ($39,945) (4.38%)
*All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= Her Roth
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
Cars = Car & Personal property
PP= rollover IRA
Other RE = My Roth

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