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Beerguy's
Net Worth for August 2014
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Assets
Value
Change ($)
Change (%)
Cash
$7,392
($18,308)
(71.24%)
Stocks
$17,967
$2,675
17.49%
CQ IRA
$329,530
($5,568)
(1.66%)
DQ Roth
$62,357
($768)
(1.22%)
DQ IRA
$118,431
($1,930)
(1.60%)
CQ Roth
$85,000
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Home (Zillow)
$310,000
$10,000
3.33%
Cars
$12,500
($2,500)
(16.67%)
Life Insurance
$0
-
-
Personal Property
$15,000
-
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Total Assets
$958,177
($16,399)
(1.68%)
Debts
Value
Change ($)
Change (%)
Credit Cards
$1,983
($64)
(3.13%)
Car Loans
$0
-
-
Home Mortgage(s)
$128,850
($1,000)
(0.77%)
Other Mortgage(s)
$23,002
$23,002
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Other Debts
$0
($15,000)
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Total Debts
$153,835
$6,938
4.72%
Net Worth
$804,342
($23,337)
(2.82%)
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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