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Beerguy's
Net Worth for December 2013
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Assets
Value
Change ($)
Change (%)
Cash
$17,889
($3,667)
(17.01%)
Stocks
$20,081
$736
3.80%
CQ IRA
$295,560
$7,779
2.70%
DQ Roth
$54,462
$1,691
3.20%
DQ IRA
$103,000
$2,500
2.49%
CQ Roth
$85,000
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Home (Zillow)
$285,569
($2,650)
(0.92%)
Cars
$15,000
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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Total Assets
$891,561
$6,389
0.72%
Debts
Value
Change ($)
Change (%)
Credit Cards
$3,517
($3,771)
(51.74%)
Car Loans
$0
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-
Home Mortgage(s)
$136,705
($680)
(0.49%)
Other Mortgage(s)
$0
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Total Debts
$140,222
($4,451)
(3.08%)
Net Worth
$751,339
$10,840
1.46%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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