Beerguy's Net Worth for July 2017


Assets Value Change ($) Change (%)
Cash $33,445 $2,667 8.67%
Stocks $91,449 $1,783 1.99%
Bonds $86,157 $1,907 2.26%
Annuities $105,777 $3,052 2.97%
Retirement $276,339 $7,558 2.81%
Home $335,000 - -
Other Real Estate $106,011 $2,348 2.27%
Cars $55,000 - -
Personal Property $215,125 $4,774 2.27%
Other $0 - -
$1,304,303 $24,089 1.88%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $96,320 ($1,550) (1.58%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $3,840 $610 18.89%
Car Loans $0 - -
Other $0 - -
Total Debts $100,160 ($940) (0.93%)
Net Worth $1,204,143 $25,029 2.12%
*All values shown in USD ($)
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