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Beerguy's
Net Worth for July 2016
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Assets
Value
Change ($)
Change (%)
Cash
$5,530
($8,320)
(60.07%)
Stocks
$13,579
$778
6.08%
CQ IRA
$226,384
$10,299
4.77%
DQ Roth
$86,684
$3,684
4.44%
DQ IRA
$67,871
$2,938
4.52%
CQ Roth
$85,391
$3,804
4.66%
Home (Zillow)
$415,000
-
-
Cars
$35,000
-
-
Life Insurance
$0
-
-
Personal Property
$190,499
$6,825
3.72%
Total Assets
$1,125,938
$20,008
1.81%
Debts
Value
Change ($)
Change (%)
Credit Cards
$2,669
($939)
(26.03%)
Car Loans
$0
-
-
Home Mortgage(s)
$108,409
($1,427)
(1.30%)
Other Mortgage(s)
$19,592
($653)
(3.23%)
Total Debts
$130,670
($3,019)
(2.26%)
Net Worth
$995,268
$23,027
2.37%
*
All values shown in USD ($)
Notes:
Reused asset classes.
Bonds= Her Roth
Annuities= her 401k
Retirement= my 401k
Other assets= PV of pension
Cars = Car & Personal property & Life ins
PP= rollover IRA
Other RE = My Roth
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