investorman's Net Worth for September 2016


Assets Value Change ($) Change (%)
Cash $28,000 $13,000 86.67%
Stocks $0 - -
Bonds $60,000 - -
Annuities $13,000 - -
Retirement $190,000 - -
Home $275,000 - -
Other Real Estate $620,000 - -
Cars $26,800 ($200) (0.74%)
Personal Property $30,000 - -
Other Assets $1,000 ($3,000) (75.00%)
$1,243,800 $9,800 0.79%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $173,200 ($240) (0.14%)
Other Mortgage(s) $394,400 ($1,350) (0.34%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $40,000 - -
Total Debts $607,600 ($1,590) (0.26%)
Net Worth $636,200 $11,390 1.82%
*All values shown in USD ($)
Notes:
Projecting debt-to-assets = 48.87% 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 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 10 years remaining (April) Rental #4 = 30 year, 5.125% fixed, 23 years remaining (Sept) Rental #5 = 10 year, 4.125% 3 year balloon, 9 years remaining Rental #6 = 10 year, 4.125% 3 year balloon, 9 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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