Investorman's Net Worth for November 2009


Assets Value Change ($) Change (%)
Cash $6,400 $3,400 113.33%
Stocks $0 - -
Bonds $0 - -
Annuities $17,900 $2,425 15.67%
Retirement $33,083 $2,150 6.95%
Home $165,000 - -
Other Real Estate $340,000 - -
Cars $26,425 ($125) (0.47%)
Personal Property $30,000 - -
Other Assets $3,902 ($590) (13.13%)
$622,710 $7,260 1.18%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $131,686 ($159) (0.12%)
Other Mortgage(s) $264,767 ($1,223) (0.46%)
Student Loans $28,100 ($39) (0.14%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $424,553 ($1,421) (0.33%)
Net Worth $198,157 $8,681 4.58%
*All values shown in USD ($)
Notes:
Debt-to-Assets = 68.178% By combining a work trip to Seattle into a mini-vacation this month, we were able to sneak in a very affordable (and well deserved) trip. Since we are only a couple months away from the end of the year, I thought I would take the opportunity to note our progress regarding our 2009 goals. Since I like to set aggressive goals that make me really stretch to achieve them, I have to recognize that we can have great success even though I may not hit every goal. Right now, it looks like we'll definitely hit a couple (living on 50% take home, NW goal of $200,000) and a couple may be achieved just 2-3 months into the 2010. I'M THRILLED!!! I'll post more about this on the January 2010 post, but I have to say I'm VERY happy with our progress this year. Time to start thinking about 2010... 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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