investorman's Net Worth for October 2015


Assets Value Change ($) Change (%)
Cash $27,000 $4,000 17.39%
Stocks $0 - -
Bonds $0 - -
Annuities $5,260 $100 1.94%
Retirement $187,500 ($500) (0.27%)
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $28,700 ($100) (0.35%)
Personal Property $45,000 - -
Other Assets $5,600 - -
$1,114,060 $3,500 0.32%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $143,317 ($759) (0.53%)
Other Mortgage(s) $410,600 ($1,248) (0.30%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $553,917 ($2,007) (0.36%)
Net Worth $560,143 $5,507 0.99%
*All values shown in USD ($)
Notes:
Projecting debt-to-assets = 49.7% We have been talking recently about making some significant changes to our lifestyle. It is amazing how easy it is for people to get caught up in having more "things" and to start developing anxiety about the idea of not being able to afford as many "things" in the near future. At the ripe old age of 36 both my wife and I are looking to move to a place in our lives where we have less "stuff" and are have a bit more freedom to pursue the careers/lives that bring about more fulfillment. I would not be surprised if we see a significant drop in the primary residence value and primary residence mortgage this coming Spring. Personally, I'm ready to wipe out the mortgage and pursue a full-time career in real estate (sales, management & investing). I'm not getting any younger! 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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