investorman's Net Worth for October 2016


Assets Value Change ($) Change (%)
Cash $18,000 ($10,000) (35.71%)
Stocks $0 - -
Bonds $50,000 ($10,000) (16.67%)
Annuities $8,000 ($5,000) (38.46%)
Retirement $190,000 - -
Home $275,000 - -
Other Real Estate $630,000 $10,000 1.61%
Cars $26,600 ($200) (0.75%)
Personal Property $30,000 - -
Other Assets $500 ($500) (50.00%)
$1,228,100 ($15,700) (1.26%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $172,700 ($500) (0.29%)
Other Mortgage(s) $393,200 ($1,200) (0.30%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $40,000 - -
Total Debts $605,900 ($1,700) (0.28%)
Net Worth $622,200 ($14,000) (2.20%)
*All values shown in USD ($)
Notes:
Pulled the trigger on two new HVAC systems for the house ($10k). Hurt to spend the money but we knew they were at the end of their life when we purchased the home and now should be good for 20 years. Debt-to-assets = 49.36% 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 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 10 years remaining (April) Rental #4 = 30 year, 5.125% fixed, 23 years remaining (Sept) Rental #5 = 10 year, 4.125% 3 year balloon, 9 years remaining Rental #6 = 10 year, 4.125% 3 year balloon, 9 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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