Investorman's Net Worth for September 2013


Assets Value Change ($) Change (%)
Cash $2,000 ($18,000) (90.00%)
Stocks $4,500 - -
Bonds $13,500 $13,500 -
Annuities $500 - -
Retirement $59,180 ($2,320) (3.77%)
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $32,900 ($100) (0.30%)
Personal Property $35,000 - -
Other Assets $3,500 - -
$966,080 ($6,920) (0.71%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $162,509 ($746) (0.46%)
Other Mortgage(s) $427,886 ($1,614) (0.38%)
Student Loans $19,875 ($225) (1.12%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $610,270 ($2,585) (0.42%)
Net Worth $355,810 ($4,335) (1.20%)
*All values shown in USD ($)
Notes:
Projecting for September... Debt-to-Asset ratio = 63.15% 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 "Bonds" = Personal Emergency fund "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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