investorman's Net Worth for January 2015


Assets Value Change ($) Change (%)
Cash $11,000 - -
Stocks $28,000 - -
Bonds $0 ($3,500) -
Annuities $2,195 - -
Retirement $75,000 $597 0.80%
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $30,000 ($100) (0.33%)
Personal Property $45,000 - -
Other Assets $5,253 $1,201 29.64%
$1,011,448 ($1,802) (0.18%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $150,348 ($772) (0.51%)
Other Mortgage(s) $403,100 ($1,204) (0.30%)
Student Loans $16,351 ($200) (1.21%)
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $569,799 ($2,176) (0.38%)
Net Worth $441,649 $374 0.08%
*All values shown in USD ($)
Notes:
Primary = 15 year, 2.625% fixed, 14 years left Rental #1 = 15 year, 3.875% fixed, 13 years remaining Rental #2 = 30 year, 4.75% fixed, 28 years remaining Rental #3 = 15 year, 3.875% fixed, 13 years remaining Rental #4 = 30 year, 5.125% fixed, 25 years remaining Rental #5 = 15 year, 5.50% 2/1 ARM with caps, 13 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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