investorman's Net Worth for May 2016


Assets Value Change ($) Change (%)
Cash $33,000 - -
Stocks $0 - -
Bonds $0 - -
Annuities $13,000 $1,500 13.04%
Retirement $187,500 - -
Home $250,000 $25,000 11.11%
Other Real Estate $590,000 - -
Cars $27,600 ($200) (0.72%)
Personal Property $45,000 - -
Other Assets $5,388 - -
$1,151,488 $26,300 2.34%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $137,753 ($749) (0.54%)
Other Mortgage(s) $399,720 ($1,204) (0.30%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $537,473 ($1,953) (0.36%)
Net Worth $614,015 $28,253 4.82%
*All values shown in USD ($)
Notes:
We are selling our house at the end of this month, so adjusting the value to the contract value - transaction fees. We're excited to be moving into the new place just down the street. It has tons of character, costs a bit less than our current home and moves us into a preferred school district. We're also taking the opportunity to take some equity out of our home and stash it in the bank...preparing for the leap into real estate full time! Debt-to-assets = 46.65% 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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