Investorman's Net Worth for July 2013


Assets Value Change ($) Change (%)
Cash $17,000 - -
Stocks $4,500 - -
Bonds $0 - -
Annuities $500 ($3,000) (85.71%)
Retirement $60,570 ($3) (0.00%)
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $33,200 ($200) (0.60%)
Personal Property $35,000 - -
Other Assets $3,500 ($2,500) (41.67%)
$969,270 ($5,703) (0.58%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $164,000 $1,474 0.91%
Other Mortgage(s) $430,800 ($1,264) (0.29%)
Student Loans $20,235 ($150) (0.74%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 ($8,600) -
Total Debts $615,035 ($8,540) (1.37%)
Net Worth $354,235 $2,837 0.81%
*All values shown in USD ($)
Notes:
Debt-to-Asset ratio = 63.43% Primary = 15 year, 2.625% fixed, 15 years left Rental #1 = 15 year, 3.875% fixed, 14 years remaining Rental #2 = 30 year, 4.75% fixed, 29 years remaining Rental #3 = 15 year, 3.875% fixed, 14 years remaining Rental #4 = 30 year, 5.125% fixed, 26 years remaining Rental #5 = 15 year, 5.50% 2/1 ARM with caps, 14 years remaining Rental #6 = 15 year, 4.75% 3 year balloon, 14 years remaining 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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