Beerguy's Net Worth for May 2016


Assets Value Change ($) Change (%)
Cash $16,000 $3,625 29.29%
Stocks $14,340 $26 0.18%
Bonds $64,103 $1,308 2.08%
Annuities $82,736 $1,501 1.85%
Retirement $213,383 $4,259 2.04%
Home $415,000 - -
Other Real Estate $82,099 $1,704 2.12%
Cars $35,000 - -
Personal Property $181,434 $994 0.55%
Other $0 - -
$1,104,095 $13,417 1.23%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $109,550 ($830) (0.75%)
Other Mortgage(s) $21,000 ($200) (0.94%)
Student Loans $0 - -
Credit Cards $6,335 $2,708 74.66%
Car Loans $0 - -
Other $0 - -
Total Debts $136,885 $1,678 1.24%
Net Worth $967,210 $11,739 1.23%
*All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= Her Roth
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
Cars = Car & Personal property & Life ins
PP= rollover IRA
Other RE = My Roth

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