investorman's Net Worth for July 2015


Assets Value Change ($) Change (%)
Cash $4,000 - -
Stocks $55,000 - -
Bonds $0 - -
Annuities $5,500 ($7,500) (57.69%)
Retirement $77,000 $200 0.26%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $29,000 - -
Personal Property $45,000 - -
Other Assets $5,500 $100 1.85%
$1,036,000 ($7,200) (0.69%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $145,676 ($1,490) (1.01%)
Other Mortgage(s) $413,936 ($2,148) (0.52%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $559,612 ($3,638) (0.65%)
Net Worth $476,388 ($3,562) (0.74%)
*All values shown in USD ($)
Notes:
Projecting debt-to-assets = 54.02% 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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