investorman's Net Worth for January 2016


Assets Value Change ($) Change (%)
Cash $34,000 $5,000 17.24%
Stocks $0 - -
Bonds $0 - -
Annuities $5,500 $240 4.56%
Retirement $187,500 - -
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $28,200 ($100) (0.35%)
Personal Property $45,000 - -
Other Assets $5,388 ($212) (3.79%)
$1,120,588 $4,928 0.44%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $141,000 ($700) (0.49%)
Other Mortgage(s) $407,000 ($1,150) (0.28%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $548,000 ($1,850) (0.34%)
Net Worth $572,588 $6,778 1.20%
*All values shown in USD ($)
Notes:
Projecting debt-to-assets = 48.9% Primary = 15 year, 2.625% fixed, 12.5 years left Rental #1 = 15 year, 3.875% fixed, 11 years remaining (April) Rental #2 = 30 year, 4.75% fixed, 26.5 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 11 years remaining (April) Rental #4 = 30 year, 5.125% fixed, 23.5 years remaining (Sept) Rental #5 = 10 year, 4.125% 3 year balloon, 9.5 years remaining Rental #6 = 10 year, 4.125% 3 year balloon, 9.5 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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