investorman's Net Worth for March 2016


Assets Value Change ($) Change (%)
Cash $33,000 - -
Stocks $0 - -
Bonds $0 - -
Annuities $8,500 $1,000 13.33%
Retirement $187,500 - -
Home $225,000 - -
Other Real Estate $590,000 - -
Cars $28,000 ($100) (0.36%)
Personal Property $45,000 - -
Other Assets $5,388 - -
$1,122,388 $900 0.08%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $139,352 ($798) (0.57%)
Other Mortgage(s) $402,175 ($3,575) (0.88%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $541,527 ($4,373) (0.80%)
Net Worth $580,861 $5,273 0.92%
*All values shown in USD ($)
Notes:
Projecting debt-to-assets = 48.5% 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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