investorman's Net Worth for October 2017


Assets Value Change ($) Change (%)
Cash $5,000 ($5,000) (50.00%)
Stocks $0 - -
Bonds $25,000 $15,000 150.00%
Annuities $23,000 ($1,000) (4.17%)
Retirement $265,000 $5,000 1.92%
Home $300,000 - -
Other Real Estate $677,750 - -
Cars $40,000 ($14,100) (26.06%)
Personal Property $15,000 ($5,000) (25.00%)
Other Assets $7,500 - -
$1,358,250 ($5,100) (0.37%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $162,021 ($1,100) (0.67%)
Other Mortgage(s) $458,127 ($1,000) (0.22%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $620,148 ($2,100) (0.34%)
Net Worth $738,102 ($3,000) (0.40%)
*All values shown in USD ($)
Notes:
FINALLY received the ESOP payment this month...it is nice to finally have some tangible benefit so it actually seems "real". It's a brief feeling though since it was merely forwarded on to my retirement account. Busy with real estate this month...on track for $8M total sales this year. Also came across a 2-house package that I couldn'the pass up. One needs rehab, the other doesn't need much. We close on 10/13. Debt-to-assets = 45.66% 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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