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Beerguy's
Net Worth for January 2011
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Assets
Value
Change ($)
Change (%)
Cash
$50,886
($6,885)
(11.92%)
Stocks
$21,995
($665)
(2.93%)
CQ IRA
$145,226
$4,965
3.54%
DQ Roth
$26,805
$1,107
4.31%
DQ IRA
$71,167
$13,762
23.97%
CQ Roth
$100,000
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Home (Zillow)
$278,000
-
-
Cars
$25,000
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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Total Assets
$734,079
$12,284
1.70%
Debts
Value
Change ($)
Change (%)
Credit Cards
$5,784
$1,077
22.88%
Car Loans
$0
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-
Home Mortgage(s)
$132,260
($1,086)
(0.81%)
Other Mortgage(s)
$0
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Total Debts
$138,044
($9)
(0.01%)
Net Worth
$596,035
$12,293
2.11%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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