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Beerguy's
Net Worth for June 2010
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Assets
Value
Change ($)
Change (%)
Cash
$68,195
($70)
(0.10%)
Stocks
$28,901
($5,498)
(15.98%)
CQ IRA
$113,867
($7,820)
(6.43%)
DQ Roth
$21,760
($1,646)
(7.03%)
DQ IRA
$50,020
($8,138)
(13.99%)
CQ Roth
$100,000
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Home (Zillow)
$278,000
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Cars
$25,000
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-
Life Insurance
$0
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-
Personal Property
$15,000
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Total Assets
$700,743
($23,172)
(3.20%)
Debts
Value
Change ($)
Change (%)
Credit Cards
$5,339
($1,951)
(26.76%)
Car Loans
$0
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Home Mortgage(s)
$139,775
($1,050)
(0.75%)
Other Mortgage(s)
$0
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Total Debts
$145,114
($3,001)
(2.03%)
Net Worth
$555,629
($20,171)
(3.50%)
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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