investorman's Net Worth for July 2016


Assets Value Change ($) Change (%)
Cash $25,000 $14,000 127.27%
Stocks $0 - -
Bonds $65,000 ($5,000) (7.14%)
Annuities $21,000 $7,000 50.00%
Retirement $188,500 - -
Home $250,000 $10,000 4.17%
Other Real Estate $620,000 $30,000 5.08%
Cars $27,200 ($200) (0.73%)
Personal Property $40,000 ($5,000) (11.11%)
Other Assets $4,000 ($1,288) (24.36%)
$1,240,700 $49,512 4.16%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $175,000 - -
Other Mortgage(s) $397,000 ($1,500) (0.38%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $40,000 $40,000 -
Total Debts $612,000 $38,500 6.71%
Net Worth $628,700 $11,012 1.78%
*All values shown in USD ($)
Notes:
Busy month...completed sale of personal home, purchased new personal home, purchased new rental home with hard money loan, gave notice that I'm quitting my day job to work full-time in RE. Debt-to-assets = 49.33% Primary = 15 year, 2.825% fixed, 15 years left Rental #1 = 15 year, 3.875% fixed, 10 years remaining (April) Rental #2 = 30 year, 4.75% fixed, 26.5 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 10 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: "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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