Beerguy's Net Worth for December 2009


Assets Value Change ($) Change (%)
Cash $59,990 ($1,029) (1.69%)
Stocks $38,168 $6,852 21.88%
CQ IRA $107,088 ($60,011) (35.91%)
DQ Roth $20,835 $20,835 -
DQ IRA $46,740 $46,740 -
CQ Roth $100,000 - -
Home (Zillow) $278,000 - -
Cars $25,000 ($3,000) (10.71%)
Life Insurance $0 - -
Personal Property $15,000 - -
$690,821 $10,387 1.53%
 
Debts Value Change ($) Change (%)
Credit Cards $1,854 ($1,180) (38.89%)
Car Loans $0 - -
Home Mortgage(s) $145,760 ($935) (0.64%)
Other Mortgage(s) $0 - -
Total Debts $147,614 ($2,115) (1.41%)
Net Worth $543,207 $12,502 2.36%
*All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension

Comments