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Beerguy's
Net Worth for December 2018
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Assets
Value
Change ($)
Change (%)
Cash
$40,100
$2,004
5.26%
Stocks
$92,494
($8,526)
(8.44%)
CQ IRA
$305,585
($18,834)
(5.81%)
DQ Roth
$105,583
($6,354)
(5.68%)
DQ IRA
$89,842
($5,420)
(5.69%)
CQ Roth
$109,168
($6,572)
(5.68%)
Home (Zillow)
$335,000
-
-
Cars
$55,000
-
-
Life Insurance
$0
-
-
Personal Property
$209,365
($12,642)
(5.69%)
Total Assets
$1,342,137
($56,344)
(4.03%)
Debts
Value
Change ($)
Change (%)
Credit Cards
$8,371
$4,670
126.18%
Car Loans
$0
-
-
Home Mortgage(s)
$68,700
($2,430)
(3.42%)
Other Mortgage(s)
$0
-
-
Total Debts
$77,071
$2,240
2.99%
Net Worth
$1,265,066
($58,584)
(4.43%)
*
All values shown in USD ($)
Notes:
Reused asset classes. Bonds= Her Roth Annuities= her 401k Retirement= my 401k Other assets= PV of pension Cars = Car & Personal property & Life ins PP= rollover IRA Other RE = My Roth
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