investorman's Net Worth for April 2017


Assets Value Change ($) Change (%)
Cash $5,000 - -
Stocks $0 - -
Bonds $20,000 ($10,000) (33.33%)
Annuities $22,000 $17,000 340.00%
Retirement $239,000 - -
Home $300,000 - -
Other Real Estate $640,000 - -
Cars $25,400 ($200) (0.78%)
Personal Property $20,000 - -
Other Assets $20,000 $20,000 -
$1,291,400 $26,800 2.12%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $167,128 ($6,772) (3.89%)
Other Mortgage(s) $446,500 $60,000 15.52%
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 ($40,000) -
Total Debts $613,628 $13,228 2.20%
Net Worth $677,772 $13,572 2.04%
*All values shown in USD ($)
Notes:
Purchased two vacant lots...plan on building two affordable housing units on them. Debt-to-assets = 47.97% Primary = 15 year, 2.825% fixed, 14 years left Rental #1 = 15 year, 3.875% fixed, 9 years remaining (April) Rental #2 = 30 year, 4.75% fixed, 26 years remaining (July) Rental #3 = 15 year, 3.875% fixed, 9 years remaining (April) Rental #4,5 and 6 = 15 year, 4.25%, 3 year balloon, 15 years remaining (April) 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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