Beerguy's Net Worth for January 2017


Assets Value Change ($) Change (%)
Cash $10,990 ($3,010) (21.50%)
Stocks $13,707 ($217) (1.56%)
CQ IRA $241,640 $7,958 3.41%
DQ Roth $93,952 $2,272 2.48%
DQ IRA $72,917 $1,462 2.05%
CQ Roth $91,141 $1,831 2.05%
Home (Zillow) $440,000 - -
Cars $55,000 - -
Life Insurance $0 - -
Personal Property $197,545 $7,222 3.79%
$1,216,892 $17,518 1.46%
 
Debts Value Change ($) Change (%)
Credit Cards $3,300 ($1,982) (37.52%)
Car Loans $0 - -
Home Mortgage(s) $104,088 ($512) (0.49%)
Other Mortgage(s) $22,211 ($9,689) (30.37%)
Total Debts $129,599 ($12,183) (8.59%)
Net Worth $1,087,293 $29,701 2.81%
*All values shown in USD ($)
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

Comments