Beerguy's Net Worth for December 2018


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%)
$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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