Beerguy's Net Worth for January 2019


Assets Value Change ($) Change (%)
Cash $44,500 $4,400 10.97%
Stocks $98,645 $6,151 6.65%
CQ IRA $329,593 $24,008 7.86%
DQ Roth $113,542 $7,959 7.54%
DQ IRA $96,616 $6,774 7.54%
CQ Roth $117,395 $8,227 7.54%
Home (Zillow) $335,000 - -
Cars $55,000 - -
Life Insurance $0 - -
Personal Property $225,173 $15,808 7.55%
$1,415,464 $73,327 5.46%
 
Debts Value Change ($) Change (%)
Credit Cards $7,498 ($873) (10.43%)
Car Loans $0 - -
Home Mortgage(s) $66,303 ($2,397) (3.49%)
Other Mortgage(s) $0 - -
Total Debts $73,801 ($3,270) (4.24%)
Net Worth $1,341,663 $76,597 6.05%
*All values shown in USD ($)
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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