investorman's Net Worth for November 2017


Assets Value Change ($) Change (%)
Cash $5,000 - -
Stocks $0 - -
Bonds $15,000 ($10,000) (40.00%)
Annuities $20,000 ($3,000) (13.04%)
Retirement $270,000 $5,000 1.89%
Home $300,000 - -
Other Real Estate $707,000 $29,250 4.32%
Cars $40,000 - -
Personal Property $15,000 - -
Other Assets $7,500 - -
$1,379,500 $21,250 1.56%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $161,504 ($517) (0.32%)
Other Mortgage(s) $485,457 $27,330 5.97%
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $646,961 $26,813 4.32%
Net Worth $732,539 ($5,563) (0.75%)
*All values shown in USD ($)
Notes:
Debt-to-assets = 46.89% Primary = 15 year, 2.825% fixed, 14 years left Rental #1 = 15 year, 3.875% fixed, 9 years remaining (April) Rental #2 = 30 year, 4.75% fixed, 26 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 9 years remaining (April) Rental #4,5 and 6 = 15 year, 4.25%, 3 year balloon, 15 years remaining (April) Legend: "Bonds" = Personal Emergency Fund "Annuities" = Investment Property Savings (minus security deposits) "Other Assets" = Business IOU "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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