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Beerguy's
Net Worth for September 2013
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Assets
Value
Change ($)
Change (%)
Cash
$33,033
$1,038
3.24%
Stocks
$15,847
-
-
CQ IRA
$261,134
($7,576)
(2.82%)
DQ Roth
$47,639
($1,366)
(2.79%)
DQ IRA
$95,575
($3,000)
(3.04%)
CQ Roth
$100,000
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-
Home (Zillow)
$275,000
-
-
Cars
$17,500
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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-
Total Assets
$860,728
($10,904)
(1.25%)
Debts
Value
Change ($)
Change (%)
Credit Cards
$5,574
$1,932
53.05%
Car Loans
$0
-
-
Home Mortgage(s)
$139,960
($325)
(0.23%)
Other Mortgage(s)
$0
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Total Debts
$145,534
$1,607
1.12%
Net Worth
$715,194
($12,511)
(1.72%)
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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