Investorman's Net Worth for October 2013


Assets Value Change ($) Change (%)
Cash $2,000 - -
Stocks $4,500 - -
Bonds $13,500 - -
Annuities $500 - -
Retirement $59,500 $320 0.54%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $32,800 ($100) (0.30%)
Personal Property $35,000 - -
Other Assets $3,500 - -
$966,300 $220 0.02%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $161,761 ($748) (0.46%)
Other Mortgage(s) $426,686 ($1,200) (0.28%)
Student Loans $19,675 ($200) (1.01%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $608,122 ($2,148) (0.35%)
Net Worth $358,178 $2,368 0.67%
*All values shown in USD ($)
Notes:
Debt-to-Asset ratio = 63.00% 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 "Bonds" = Personal Emergency fund "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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