Investorman's Net Worth for July 2010


Assets Value Change ($) Change (%)
Cash $6,081 ($9,919) (61.99%)
Stocks $0 - -
Bonds $0 - -
Annuities $13,500 $2,616 24.04%
Retirement $39,698 $861 2.22%
Home $226,000 $1,000 0.44%
Other Real Estate $505,000 - -
Cars $25,350 ($100) (0.39%)
Personal Property $30,000 - -
Other Assets $7,155 $2,288 47.01%
$852,784 ($3,254) (0.38%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $196,603 ($6,552) (3.23%)
Other Mortgage(s) $391,290 ($727) (0.19%)
Student Loans $27,235 ($165) (0.60%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $615,128 ($7,444) (1.20%)
Net Worth $237,656 $4,190 1.79%
*All values shown in USD ($)
Notes:
The mortgage debt pay-down continues. We're making really good progress and are on pace to meet our goal by end-of-year. Remodeling a bathroom at a rental house right now, so my rental cash (annuities) will decrease temporarily. Overall though it's an inexpensive remodel and should increase the rent by about 8%. Debt-to-Assets = 72.13% Legend: "Cash" = Personal Savings "Annuities" = Investment Property Savings (excluding deposits) "Other Assets" = Health Savings Account + current FSA "Other Real Estate" = Investment Properties (current market values) "Other Mortgage" = Investment Property Mortgages

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