investorman's Net Worth for March 2018


Assets Value Change ($) Change (%)
Cash $5,000 - -
Stocks $0 - -
Bonds $20,000 - -
Annuities $27,000 $2,000 8.00%
Retirement $278,843 ($8,466) (2.95%)
Home $300,000 - -
Other Real Estate $778,110 $50,360 6.92%
Cars $39,100 ($300) (0.76%)
Personal Property $15,000 - -
Other Assets $7,500 - -
$1,470,553 $43,594 3.06%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $158,248 ($817) (0.51%)
Other Mortgage(s) $549,977 $48,488 9.67%
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $708,225 $47,671 7.22%
Net Worth $762,328 ($4,077) (0.53%)
*All values shown in USD ($)
Notes:
Debt-to-assets = 46.29%Primary = 15 year, 2.825% fixed, 14 years leftRental #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

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