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Beerguy's
Net Worth for June 2014
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Assets
Value
Change ($)
Change (%)
Cash
$17,300
($909)
(4.99%)
Stocks
$15,292
$1,573
11.47%
CQ IRA
$326,212
$8,486
2.67%
DQ Roth
$61,408
$2,910
4.97%
DQ IRA
$116,127
$3,240
2.87%
CQ Roth
$85,000
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Home (Zillow)
$282,042
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-
Cars
$15,000
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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Total Assets
$933,381
$15,300
1.67%
Debts
Value
Change ($)
Change (%)
Credit Cards
$2,813
($572)
(16.90%)
Car Loans
$0
-
-
Home Mortgage(s)
$130,825
($988)
(0.75%)
Other Mortgage(s)
$0
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Total Debts
$133,638
($1,560)
(1.15%)
Net Worth
$799,743
$16,860
2.15%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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