investorman's Net Worth for December 2015


Assets Value Change ($) Change (%)
Cash $29,000 $2,000 7.41%
Stocks $0 - -
Bonds $0 - -
Annuities $5,260 - -
Retirement $187,500 - -
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $28,300 ($200) (0.70%)
Personal Property $45,000 - -
Other Assets $5,600 - -
$1,115,660 $1,800 0.16%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $141,700 ($817) (0.57%)
Other Mortgage(s) $408,150 ($1,200) (0.29%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $549,850 ($2,017) (0.37%)
Net Worth $565,810 $3,817 0.68%
*All values shown in USD ($)
Notes:
Debt-to-assets = 49.3% Turning 36 this month and looking forward to a nice, long Christmas break. 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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