investorman's Net Worth for March 2015


Assets Value Change ($) Change (%)
Cash $10,000 ($15,000) (60.00%)
Stocks $28,000 - -
Bonds $0 - -
Annuities $2,195 - -
Retirement $76,000 $500 0.66%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $29,600 ($200) (0.67%)
Personal Property $45,000 - -
Other Assets $5,300 - -
$1,011,095 ($14,700) (1.43%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $149,000 ($848) (0.57%)
Other Mortgage(s) $400,700 ($1,200) (0.30%)
Student Loans $3,375 ($12,976) (79.36%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $553,075 ($15,024) (2.64%)
Net Worth $458,020 $324 0.07%
*All values shown in USD ($)
Notes:
Projecting debt-to-assets = 54.70% 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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