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Beerguy's
Net Worth for June 2013
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Assets
Value
Change ($)
Change (%)
Cash
$41,332
($129,658)
(75.83%)
Stocks
$21,071
$2,181
11.55%
CQ IRA
$254,008
$2,396
0.95%
DQ Roth
$46,204
$188
0.41%
DQ IRA
$89,668
$85
0.09%
CQ Roth
$100,000
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-
Home (Zillow)
$275,000
$275,000
-
Cars
$17,500
-
-
Life Insurance
$0
-
-
Personal Property
$15,000
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-
Total Assets
$859,783
$150,192
21.17%
Debts
Value
Change ($)
Change (%)
Credit Cards
$3,500
$700
25.00%
Car Loans
$0
-
-
Home Mortgage(s)
$142,500
$142,500
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Other Mortgage(s)
$0
-
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Total Debts
$146,000
$143,200
5,114.29%
Net Worth
$713,783
$6,992
0.99%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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