Beerguy's Net Worth for May 2015


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 - -
Home (Zillow) $310,000 - -
Cars $12,500 - -
Life Insurance $0 - -
Personal Property $15,000 - -
$1,059,103 $12,050 1.15%
 
Debts Value Change ($) Change (%)
Credit Cards $3,077 $769 33.32%
Car Loans $0 - -
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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