investorman's Net Worth for May 2015


Assets Value Change ($) Change (%)
Cash $6,000 - -
Stocks $55,000 $27,000 96.43%
Bonds $0 - -
Annuities $13,000 ($9,195) (41.43%)
Retirement $76,500 $500 0.66%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $29,200 ($200) (0.68%)
Personal Property $45,000 - -
Other Assets $5,400 $100 1.89%
$1,045,100 $18,205 1.77%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $148,019 ($181) (0.12%)
Other Mortgage(s) $417,079 ($1,621) (0.39%)
Student Loans $3,175 ($70) (2.16%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $568,273 ($1,872) (0.33%)
Net Worth $476,827 $20,077 4.40%
*All values shown in USD ($)
Notes:
Adjusting company stock value this month...still thinking that I will receive 157 additional shares making a total of 550 shares likely valued at $125 per share, now 80% vested. Stock balance now likely $68,750, with $55,000 vested. My wife's shares are not included in this calculation since she is only 20% vested. I love the power of equity! Debt-to-assets = 54.38% Primary = 15 year, 2.625% fixed, 13 years left Rental #1 = 15 year, 3.875% fixed, 12 years remaining Rental #2 = 30 year, 4.75% fixed, 27 years remaining Rental #3 = 15 year, 3.875% fixed, 12 years remaining Rental #4 = 30 year, 5.125% fixed, 24 years remaining Rental #5 = 10 year, 4.125% 3 year balloon, 10 years remaining Rental #6 = 10 year, 4.125% 3 year balloon, 10 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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