investorman's Net Worth for June 2015


Assets Value Change ($) Change (%)
Cash $4,000 ($2,000) (33.33%)
Stocks $55,000 - -
Bonds $0 - -
Annuities $13,000 - -
Retirement $76,800 $300 0.39%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $29,000 ($200) (0.68%)
Personal Property $45,000 - -
Other Assets $5,400 - -
$1,043,200 ($1,900) (0.18%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $147,166 ($853) (0.58%)
Other Mortgage(s) $416,084 ($995) (0.24%)
Student Loans $0 ($3,175) -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $563,250 ($5,023) (0.88%)
Net Worth $479,950 $3,123 0.65%
*All values shown in USD ($)
Notes:
Made the final payment this month to wipe out the student loan...huzzah! Also found out about some very interesting opportunities involving potential real estate acquisitions...stay tuned. Projecting debt-to-assets = 54.10% 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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