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Beerguy's
Net Worth for May 2015
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Assets
Value
Change ($)
Change (%)
Cash
$6,111
$1,381
29.20%
Stocks
$23,828
$3,742
18.63%
CQ IRA
$376,175
$3,908
1.05%
DQ Roth
$74,959
$592
0.80%
DQ IRA
$140,530
$2,427
1.76%
CQ Roth
$100,000
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Home (Zillow)
$310,000
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-
Cars
$12,500
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-
Life Insurance
$0
-
-
Personal Property
$15,000
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Total Assets
$1,059,103
$12,050
1.15%
Debts
Value
Change ($)
Change (%)
Credit Cards
$3,077
$769
33.32%
Car Loans
$0
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-
Home Mortgage(s)
$120,020
($897)
(0.74%)
Other Mortgage(s)
$23,167
($4,200)
(15.35%)
Total Debts
$146,264
($4,328)
(2.87%)
Net Worth
$912,839
$16,378
1.83%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= both Roths
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
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