Beerguy's Net Worth for October 2015


Assets Value Change ($) Change (%)
Cash $5,959 $1,216 25.64%
Stocks $14,436 $854 6.29%
Bonds $60,048 $3,769 6.70%
Annuities $77,047 $5,173 7.20%
Retirement $202,158 $14,026 7.46%
Home $410,000 - -
Other Real Estate $80,588 $5,436 7.23%
Cars $27,500 - -
Personal Property $179,389 $7,600 4.42%
Other $0 - -
$1,057,125 $38,074 3.74%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $116,464 ($100) (0.09%)
Other Mortgage(s) $24,915 ($145) (0.58%)
Student Loans $0 - -
Credit Cards $4,124 ($341) (7.64%)
Car Loans $0 - -
Other $0 - -
Total Debts $145,503 ($586) (0.40%)
Net Worth $911,622 $38,660 4.43%
*All values shown in USD ($)
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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