investorman's Net Worth for February 2017


Assets Value Change ($) Change (%)
Cash $15,000 - -
Stocks $0 - -
Bonds $40,000 ($10,000) (20.00%)
Annuities $5,000 - -
Retirement $237,000 $2,000 0.85%
Home $280,000 $5,000 1.82%
Other Real Estate $640,000 - -
Cars $25,800 ($200) (0.77%)
Personal Property $20,000 - -
Other Assets $0 - -
$1,262,800 ($3,200) (0.25%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $175,700 ($800) (0.45%)
Other Mortgage(s) $387,700 ($1,500) (0.39%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $40,000 - -
Total Debts $603,400 ($2,300) (0.38%)
Net Worth $659,400 ($900) (0.14%)
*All values shown in USD ($)
Notes:
Debt-to-assets = 47.54% 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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