Investorman's Net Worth for December 2012


Assets Value Change ($) Change (%)
Cash $17,000 - -
Stocks $1,000 - -
Bonds $0 - -
Annuities $3,500 - -
Retirement $53,229 $245 0.46%
Home $225,000 - -
Other Real Estate $600,000 - -
Cars $34,200 ($120) (0.35%)
Personal Property $35,000 - -
Other Assets $7,644 ($71) (0.92%)
$976,573 $54 0.01%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $164,075 ($203) (0.12%)
Other Mortgage(s) $409,399 ($1,413) (0.34%)
Student Loans $21,555 ($645) (2.91%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $40,000 - -
Total Debts $635,029 ($2,261) (0.35%)
Net Worth $341,544 $2,315 0.68%
*All values shown in USD ($)
Notes:
Should see a good bonus next month, and expect the ESOP shares to be valued substantially higher. Expect (vested) stock balance to go to $4,500 and total balance to $21,000. Debt-to-Asset ratio = 65.03% Legend: "Stocks" = Vested balance in company stock "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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