Investorman's Net Worth for October 2009


Assets Value Change ($) Change (%)
Cash $3,000 ($500) (14.29%)
Stocks $0 - -
Bonds $0 - -
Annuities $15,475 $7,675 98.40%
Retirement $30,933 $1,988 6.87%
Home $165,000 - -
Other Real Estate $340,000 - -
Cars $26,550 ($117) (0.44%)
Personal Property $30,000 - -
Other Assets $4,492 - -
$615,450 $9,046 1.49%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $131,845 ($155) (0.12%)
Other Mortgage(s) $265,990 ($522) (0.20%)
Student Loans $28,139 ($90) (0.32%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $425,974 ($767) (0.18%)
Net Worth $189,476 $9,813 5.46%
*All values shown in USD ($)
Notes:
This month shows some prepaid income that a tenant was required to pay (annuities = rental cash). Also, next month will be the last payment ($4,000) left to pay back the rental fund. Don't know if we'll be at the 65% Debt-to-Assets ratio that I had as a goal for January, but in this situation close is still very good! Debt-to-Assets = 69.2% Legend: "Cash" = Personal Savings "Annuities" = Investment Property Savings (excluding deposits) "Other Assets" = Health Savings Account "Other Real Estate" = Investment Properties (current market values) "Other Mortgage" = Investment Property Mortgages

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