investorman's Net Worth for February 2018


Assets Value Change ($) Change (%)
Cash $5,000 - -
Stocks $0 - -
Bonds $20,000 - -
Annuities $25,000 $2,000 8.70%
Retirement $287,309 $9,309 3.35%
Home $300,000 - -
Other Real Estate $727,750 $20,750 2.93%
Cars $39,400 ($200) (0.51%)
Personal Property $15,000 - -
Other Assets $7,500 - -
$1,426,959 $31,859 2.28%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $159,065 ($778) (0.49%)
Other Mortgage(s) $501,489 $19,171 3.97%
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $660,554 $18,393 2.86%
Net Worth $766,405 $13,466 1.79%
*All values shown in USD ($)
Notes:
Debt-to-assets = 46.29%Primary = 15 year, 2.825% fixed, 14 years leftRental #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

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