Investorman's Net Worth for December 2013


Assets Value Change ($) Change (%)
Cash $2,000 - -
Stocks $4,500 - -
Bonds $18,000 - -
Annuities $500 - -
Retirement $63,000 $352 0.56%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $32,400 ($200) (0.61%)
Personal Property $35,000 - -
Other Assets $1,650 - -
$972,050 $152 0.02%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $160,500 ($500) (0.31%)
Other Mortgage(s) $424,250 ($1,200) (0.28%)
Student Loans $19,275 ($200) (1.03%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $604,025 ($1,900) (0.31%)
Net Worth $368,025 $2,052 0.56%
*All values shown in USD ($)
Notes:
Debt-to-Asset ratio = 62.13% Goals for 2013................ 1 - $100k in W-2 income. 2 - Expand & enhance RE portfolio. Improve total cash flow to $1.5k per month. 3 - Debt-to-Assets = less than 60% 4 - Total Net Worth = $400k by 2014. 5 - Emergency Savings = $20k in cash. 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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