investorman's Net Worth for January 2018


Assets Value Change ($) Change (%)
Cash $5,000 - -
Stocks $0 - -
Bonds $20,000 - -
Annuities $23,000 $1,000 4.55%
Retirement $278,000 $3,000 1.09%
Home $300,000 - -
Other Real Estate $707,000 - -
Cars $39,600 ($200) (0.50%)
Personal Property $15,000 - -
Other Assets $7,500 - -
$1,395,100 $3,800 0.27%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $159,843 ($850) (0.53%)
Other Mortgage(s) $482,318 ($1,575) (0.33%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $642,161 ($2,425) (0.38%)
Net Worth $752,939 $6,225 0.83%
*All values shown in USD ($)
Notes:
Debt-to-assets = 46.33% EJ=$57,404 Goals for 2018: 1 - Acquire 10 new rental units. 2 - $9M total real estate sales. 3 - $900k net worth by end of 2017...that will represent adding 100% of my expected salary at my previous employer. 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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