Beerguy's Net Worth for May 2019


Assets Value Change ($) Change (%)
Cash $34,850 - -
Stocks $92,675 ($4,700) (4.83%)
CQ IRA $343,631 ($11,538) (3.25%)
DQ Roth $114,574 ($5,076) (4.24%)
DQ IRA $104,198 ($4,612) (4.24%)
CQ Roth $125,163 ($5,545) (4.24%)
Home (Zillow) $340,000 - -
Cars $60,000 - -
Life Insurance $0 - -
Personal Property $227,261 ($10,070) (4.24%)
$1,442,352 ($41,541) (2.80%)
 
Debts Value Change ($) Change (%)
Credit Cards $5,301 ($5,583) (51.30%)
Car Loans $0 - -
Home Mortgage(s) $62,500 ($1,347) (2.11%)
Other Mortgage(s) $0 - -
Total Debts $67,801 ($6,930) (9.27%)
Net Worth $1,374,551 ($34,611) (2.46%)
*All values shown in USD ($)
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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