investorman's Net Worth for February 2016


Assets Value Change ($) Change (%)
Cash $33,000 ($1,000) (2.94%)
Stocks $0 - -
Bonds $0 - -
Annuities $7,500 $2,000 36.36%
Retirement $187,500 - -
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $28,100 ($100) (0.35%)
Personal Property $45,000 - -
Other Assets $5,388 - -
$1,121,488 $900 0.08%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $140,150 ($850) (0.60%)
Other Mortgage(s) $405,750 ($1,250) (0.31%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $545,900 ($2,100) (0.38%)
Net Worth $575,588 $3,000 0.52%
*All values shown in USD ($)
Notes:
Projecting debt-to-assets = 48.7% Primary = 15 year, 2.625% fixed, 12.5 years left Rental #1 = 15 year, 3.875% fixed, 11 years remaining (April) Rental #2 = 30 year, 4.75% fixed, 26.5 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 11 years remaining (April) Rental #4 = 30 year, 5.125% fixed, 23.5 years remaining (Sept) Rental #5 = 10 year, 4.125% 3 year balloon, 9.5 years remaining Rental #6 = 10 year, 4.125% 3 year balloon, 9.5 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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