investorman's Net Worth for June 2016


Assets Value Change ($) Change (%)
Cash $11,000 ($22,000) (66.67%)
Stocks $0 - -
Bonds $70,000 $70,000 -
Annuities $14,000 $1,000 7.69%
Retirement $188,500 $1,000 0.53%
Home $240,000 ($10,000) (4.00%)
Other Real Estate $590,000 - -
Cars $27,400 ($200) (0.72%)
Personal Property $45,000 - -
Other Assets $5,288 ($100) (1.86%)
$1,191,188 $39,700 3.45%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $175,000 $37,247 27.04%
Other Mortgage(s) $398,500 ($1,220) (0.31%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $573,500 $36,027 6.70%
Net Worth $617,688 $3,673 0.60%
*All values shown in USD ($)
Notes:
Debt-to-assets = 51.65% Primary = 15 year, 2.825% fixed, 15 years left Rental #1 = 15 year, 3.875% fixed, 10 years remaining (April) Rental #2 = 30 year, 4.75% fixed, 26.5 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 10 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: "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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