Investorman's Net Worth for February 2013


Assets Value Change ($) Change (%)
Cash $17,000 - -
Stocks $4,500 $3,500 350.00%
Bonds $0 - -
Annuities $3,500 - -
Retirement $56,889 $2,434 4.47%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $34,000 ($200) (0.58%)
Personal Property $35,000 - -
Other Assets $7,644 - -
$973,533 $5,734 0.59%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $163,618 ($180) (0.11%)
Other Mortgage(s) $437,854 $29,459 7.21%
Student Loans $21,205 ($200) (0.93%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $10,000 ($30,000) (75.00%)
Total Debts $632,677 ($921) (0.15%)
Net Worth $340,856 $6,655 1.99%
*All values shown in USD ($)
Notes:
House #1 = 15 year, 3.875% fixed House #2 = 30 year, 4.75% fixed House #3 = 15 year, 3.875% fixed House #4 = 30 year, 5.125% fixed House #5 = 15 year, 5.50% 2/1 ARM with caps House #6 = 15 year, 4.75% 3 year balloon Debt-to-Asset ratio = 64.99% 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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