Investorman's Net Worth for August 2013


Assets Value Change ($) Change (%)
Cash $20,000 $3,000 17.65%
Stocks $4,500 - -
Bonds $0 - -
Annuities $500 - -
Retirement $61,500 $930 1.54%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $33,000 ($200) (0.60%)
Personal Property $35,000 - -
Other Assets $3,500 - -
$973,000 $3,730 0.38%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $163,255 ($745) (0.45%)
Other Mortgage(s) $429,500 ($1,300) (0.30%)
Student Loans $20,100 ($135) (0.67%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $612,855 ($2,180) (0.35%)
Net Worth $360,145 $5,910 1.67%
*All values shown in USD ($)
Notes:
Projecting for August... Debt-to-Asset ratio = 63.40% Primary = 15 year, 2.625% fixed, 15 years left Rental #1 = 15 year, 3.875% fixed, 14 years remaining Rental #2 = 30 year, 4.75% fixed, 29 years remaining Rental #3 = 15 year, 3.875% fixed, 14 years remaining Rental #4 = 30 year, 5.125% fixed, 26 years remaining Rental #5 = 15 year, 5.50% 2/1 ARM with caps, 14 years remaining Rental #6 = 15 year, 4.75% 3 year balloon, 14 years remaining 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

Comments