investorman's Net Worth for December 2014


Assets Value Change ($) Change (%)
Cash $11,000 ($1,000) (8.33%)
Stocks $28,000 - -
Bonds $3,500 - -
Annuities $2,195 ($2,305) (51.22%)
Retirement $74,403 $553 0.75%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $30,100 ($200) (0.66%)
Personal Property $45,000 - -
Other Assets $4,052 $252 6.63%
$1,013,250 ($2,700) (0.27%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $151,120 ($580) (0.38%)
Other Mortgage(s) $404,304 ($2,306) (0.57%)
Student Loans $16,551 ($324) (1.92%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $571,975 ($3,210) (0.56%)
Net Worth $441,275 $510 0.12%
*All values shown in USD ($)
Notes:
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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