investorman's Net Worth for July 2018


Assets Value Change ($) Change (%)
Cash $48,889 - -
Stocks $0 - -
Bonds $0 - -
Annuities $0 - -
Retirement $280,000 $1,005 0.36%
Home $300,000 - -
Other Real Estate $837,750 $10,000 1.21%
Cars $38,350 ($200) (0.52%)
Personal Property $15,000 - -
Other Assets $0 - -
$1,519,989 $10,805 0.72%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $154,949 ($833) (0.53%)
Other Mortgage(s) $552,619 $1,839 0.33%
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $707,568 $1,006 0.14%
Net Worth $812,421 $9,799 1.22%
*All values shown in USD ($)
Notes:
Debt-to-assets = 46.61% Looking to change our term life insurance next month...premiums for us are down a bit and our life situation has changed quite a bit from when we got our first term policy. After reviewing the initial quotes, it looks like we can essentially get my wife's premium for free by changing. Making a substantial change to the policy amounts though so net increase to our expense...but something we have to do I know. Primary = 15 year, 2.825% fixed, 13 years leftRental #1 = 15 year, 3.875% fixed, 7 years remaining (April)Rental #2 = 30 year, 4.75% fixed, 25 years remaining (July)Rental #3 = 15 year, 3.875% fixed, 7 years remaining (April)Rental #4,5 and 6 = 15 year, 4.25%, 3 year balloon, 13 years remaining (April)Legend:"Cash" = all cash less tax reserves "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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