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Beerguy's
Net Worth for July 2013
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Assets
Value
Change ($)
Change (%)
Cash
$39,000
($2,332)
(5.64%)
Stocks
$22,559
$1,488
7.06%
CQ IRA
$252,772
($1,236)
(0.49%)
DQ Roth
$45,995
($209)
(0.45%)
DQ IRA
$87,346
($2,322)
(2.59%)
CQ Roth
$100,000
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Home (Zillow)
$275,000
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Cars
$17,500
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Life Insurance
$0
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Personal Property
$15,000
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Total Assets
$855,172
($4,611)
(0.54%)
Debts
Value
Change ($)
Change (%)
Credit Cards
$7,237
$3,737
106.77%
Car Loans
$0
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Home Mortgage(s)
$141,250
($1,250)
(0.88%)
Other Mortgage(s)
$0
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Total Debts
$148,487
$2,487
1.70%
Net Worth
$706,685
($7,098)
(0.99%)
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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