Investorman's Net Worth for May 2014


Assets Value Change ($) Change (%)
Cash $15,000 ($4,000) (21.05%)
Stocks $9,000 - -
Bonds $12,100 $100 0.83%
Annuities $3,000 $500 20.00%
Retirement $69,000 $1,000 1.47%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $31,450 ($200) (0.63%)
Personal Property $35,000 - -
Other Assets $4,800 $1,400 41.18%
$994,350 ($1,200) (0.12%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $157,241 $241 0.15%
Other Mortgage(s) $415,600 ($1,240) (0.30%)
Student Loans $18,009 ($275) (1.50%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $590,850 ($1,274) (0.22%)
Net Worth $403,500 $74 0.02%
*All values shown in USD ($)
Notes:
Projecting Debt-to-Asset ratio = 59.70% Goals for 2014 (by Feb 2015)............. 1 - $150k in W-2 income for household. 2 - Build RE cash reserve to $15k. 3 - Debt-to-Assets = less than 50% 4 - Total Net Worth = $500k. 5 - Emergency Savings = $20k in cash. Primary = 15 year, 2.625% fixed, 14 years left Rental #1 = 15 year, 3.875% fixed, 13 years remaining Rental #2 = 30 year, 4.75% fixed, 28 years remaining Rental #3 = 15 year, 3.875% fixed, 13 years remaining Rental #4 = 30 year, 5.125% fixed, 25 years remaining Rental #5 = 15 year, 5.50% 2/1 ARM with caps, 13 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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