investorman's Net Worth for August 2015


Assets Value Change ($) Change (%)
Cash $3,000 ($1,000) (25.00%)
Stocks $55,000 - -
Bonds $0 - -
Annuities $5,500 - -
Retirement $78,000 $1,000 1.30%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $28,900 ($100) (0.34%)
Personal Property $45,000 - -
Other Assets $5,500 - -
$1,035,900 ($100) (0.01%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $144,892 ($784) (0.54%)
Other Mortgage(s) $412,655 ($1,281) (0.31%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $557,547 ($2,065) (0.37%)
Net Worth $478,353 $1,965 0.41%
*All values shown in USD ($)
Notes:
Projecting debt-to-assets = 54.00% 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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