Beerguy's Net Worth for July 2016


Assets Value Change ($) Change (%)
Cash $5,530 ($8,320) (60.07%)
Stocks $13,579 $778 6.08%
Bonds $67,871 $2,938 4.52%
Annuities $86,684 $3,684 4.44%
Retirement $226,384 $10,299 4.77%
Home $415,000 - -
Other Real Estate $85,391 $3,804 4.66%
Cars $35,000 - -
Personal Property $190,499 $6,825 3.72%
Other $0 - -
$1,125,938 $20,008 1.81%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $108,409 ($1,427) (1.30%)
Other Mortgage(s) $19,592 ($653) (3.23%)
Student Loans $0 - -
Credit Cards $2,669 ($939) (26.03%)
Car Loans $0 - -
Other $0 - -
Total Debts $130,670 ($3,019) (2.26%)
Net Worth $995,268 $23,027 2.37%
*All values shown in USD ($)
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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