Investorman's Net Worth for March 2013


Assets Value Change ($) Change (%)
Cash $17,000 - -
Stocks $4,500 - -
Bonds $0 - -
Annuities $3,500 - -
Retirement $58,012 $1,123 1.97%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $33,900 ($100) (0.29%)
Personal Property $35,000 - -
Other Assets $7,644 - -
$974,556 $1,023 0.11%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $163,500 ($118) (0.07%)
Other Mortgage(s) $436,658 ($1,196) (0.27%)
Student Loans $21,100 ($105) (0.50%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $9,500 ($500) (5.00%)
Total Debts $630,758 ($1,919) (0.30%)
Net Worth $343,798 $2,942 0.86%
*All values shown in USD ($)
Notes:
Debt-to-Asset ratio = 64.77% House #1 = 15 year, 3.875% fixed House #2 = 30 year, 4.75% fixed House #3 = 15 year, 3.875% fixed House #4 = 30 year, 5.125% fixed House #5 = 15 year, 5.50% 2/1 ARM with caps House #6 = 15 year, 4.75% 3 year balloon Legend: "Stocks" = Vested balance in company stock "Annuities" = Investment Property Savings (minus security deposits) "Other Assets" = Health Savings Account "Other Real Estate" = Investment Properties (current market values) "Other Mortgage" = Investment Property Mortgages "Other Debts" = Hard money loan for rental property rehab

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