Investorman's Net Worth for December 2009


Assets Value Change ($) Change (%)
Cash $8,650 $2,250 35.16%
Stocks $0 - -
Bonds $0 - -
Annuities $19,092 $1,192 6.66%
Retirement $33,500 $417 1.26%
Home $165,000 - -
Other Real Estate $340,000 - -
Cars $26,300 ($125) (0.47%)
Personal Property $30,000 - -
Other Assets $4,003 $101 2.59%
$626,545 $3,835 0.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $131,689 $3 0.00%
Other Mortgage(s) $265,116 $349 0.13%
Student Loans $28,163 $63 0.22%
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $424,968 $415 0.10%
Net Worth $201,577 $3,420 1.73%
*All values shown in USD ($)
Notes:
Switching to a new approach for establishing account balances each month. Starting this month, I'm going to use actual account balances on the 1st of each month. Previously I had tried to recognize mortgage payments, loan payments, etc that were "in the mail", and it's just too much work. Bunching some mortgage payments for deduction in 2009, so cash reserves may be a bit depleted over next few months. Debt-to-Assets = 67.827% 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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