Investorman's Net Worth for November 2013


Assets Value Change ($) Change (%)
Cash $2,000 - -
Stocks $4,500 - -
Bonds $18,000 $4,500 33.33%
Annuities $500 - -
Retirement $62,648 $3,148 5.29%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $32,600 ($200) (0.61%)
Personal Property $35,000 - -
Other Assets $1,650 ($1,850) (52.86%)
$971,898 $5,598 0.58%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $161,000 ($761) (0.47%)
Other Mortgage(s) $425,450 ($1,236) (0.29%)
Student Loans $19,475 ($200) (1.02%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $605,925 ($2,197) (0.36%)
Net Worth $365,973 $7,795 2.18%
*All values shown in USD ($)
Notes:
It looks like we're going to have another good year at work, so I anticipate a rise in our share price (approximately 20%) and another year of vesting. Still have to finish and have everything evaluated, but at this point I could see a total value of $36k, vested balance of $14k for CY2013. Won't know until next Q3 of next year, so writing this now to see how close I will be. Debt-to-Asset ratio = 62.34% 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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