investorman's Net Worth for December 2017


Assets Value Change ($) Change (%)
Cash $5,000 - -
Stocks $0 - -
Bonds $20,000 $5,000 33.33%
Annuities $22,000 $2,000 10.00%
Retirement $275,000 $5,000 1.85%
Home $300,000 - -
Other Real Estate $707,000 - -
Cars $39,800 ($200) (0.50%)
Personal Property $15,000 - -
Other Assets $7,500 - -
$1,391,300 $11,800 0.86%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $160,693 ($811) (0.50%)
Other Mortgage(s) $483,893 ($1,564) (0.32%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $644,586 ($2,375) (0.37%)
Net Worth $746,714 $14,175 1.94%
*All values shown in USD ($)
Notes:
Debt-to-assets = 46.33% Goals for 2017: 1 - Acquire 10 new rental units. FAIL: 4 new 2 - $7M total real estate sales. SUCCESS: $8.5M 3 - $730k net worth by end of 2017...that will represent adding 100% of my expected salary at my previous employer. SUCCESS 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

Comments

12/20/2017 9:58:19 PM Aweaverii
Hi Investorman...I'm not sure if you remember me, but we first chatted back in networthIQ since we had similar situation and plans. I've been trying to reach you to see how you've been doing. My email address is [email protected] if you'd like to catch up. Looks like you've been doing a great job.