Beerguy's Net Worth for June 2019


Assets Value Change ($) Change (%)
Cash $46,050 $11,200 32.14%
Stocks $97,437 $4,762 5.14%
CQ IRA $364,068 $20,437 5.95%
DQ Roth $120,384 $5,810 5.07%
DQ IRA $109,472 $5,274 5.06%
CQ Roth $131,507 $6,344 5.07%
Home (Zillow) $340,000 - -
Cars $60,000 - -
Life Insurance $0 - -
Personal Property $238,792 $11,531 5.07%
$1,507,710 $65,358 4.53%
 
Debts Value Change ($) Change (%)
Credit Cards $2,765 ($2,536) (47.84%)
Car Loans $0 - -
Home Mortgage(s) $61,196 ($1,304) (2.09%)
Other Mortgage(s) $0 - -
Total Debts $63,961 ($3,840) (5.66%)
Net Worth $1,443,749 $69,198 5.03%
*All values shown in USD ($)
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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