investorman's Net Worth for July 2017


Assets Value Change ($) Change (%)
Cash $5,000 - -
Stocks $0 - -
Bonds $30,000 $10,000 50.00%
Annuities $23,000 - -
Retirement $242,000 $1,000 0.41%
Home $300,000 - -
Other Real Estate $640,000 - -
Cars $24,800 ($200) (0.80%)
Personal Property $20,000 - -
Other Assets $20,000 - -
$1,304,800 $10,800 0.83%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $164,729 ($801) (0.48%)
Other Mortgage(s) $443,100 ($1,200) (0.27%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $607,829 ($2,001) (0.33%)
Net Worth $696,971 $12,801 1.87%
*All values shown in USD ($)
Notes:
Big income in June with about 12 closings in June and another 7 scheduled for July. Still on track to close on two more rental houses in July. Debt-to-assets = 46.58% 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" = Business IOU "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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