investorman's Net Worth for March 2019


Assets Value Change ($) Change (%)
Cash $55,000 - -
Stocks $0 - -
Bonds $0 - -
Annuities $0 - -
Retirement $286,875 $9,659 3.48%
Home $300,000 - -
Other Real Estate $1,050,750 - -
Cars $36,800 ($200) (0.54%)
Personal Property $15,000 - -
Other Assets $11,000 - -
$1,755,425 $9,459 0.54%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $148,290 ($880) (0.59%)
Other Mortgage(s) $709,788 ($4,212) (0.59%)
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $858,078 ($5,092) (0.59%)
Net Worth $897,347 $14,551 1.65%
*All values shown in USD ($)
Notes:
Debt-to-assets = 48.52% Primary = 15 year, 2.825% fixed, 13 years leftRental #1 = 15 yea r, 3.875% fixed, 7 years remaining (April)Rental #2 = 30 year, 4.75% fixed, 25 years remaining (July)Rental #3 = 15 year, 3.875% fixed, 7 years remaining (April)Rental #4,5 and 6 = 15 year, 4.25%, 3 year balloon, 13 years remaining (April)Legend:"Cash" = all cash less tax reserves "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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