Skip to main content

Net Worth

Net Worth: $3,432,090
Updated End of Q3 2016

Investment Assets:$2,815,714

Net Worth Change over last 6 months: +$240,000

All Net Worth Posts:

2016

2016 – Quarter 3 Update

2016 – Quarter 1 Update

2015

2015 – Quarter 4 Update

2015 – Quarter 3 Update

2015 – Quarter 2 Update

2015 – Quarter 1 Update

 

Net WorthSubtotalTotal Comments / Change from Q1
Cash/Short Term$35,632
Down $10,000
Bank 1$26,843
Bank 2$16,945
Credit Cards($8,156)
Stocks/Bonds$970,811
Up $355,000
401k 1$210,358
401k 2$38,603
IRA 1$90,386
Roth IRA 1$59,500
Roth IRA 2$51,041
529 Plan 1$81,484
529 Plan 2
$72,622
Restricted Stock$7,023
Taxable Account$293,743
Charitable Trust$66,051
Rental House$140,771
Down $100,000
House Value$290,000
House Debt($149,229)52% LTV
Commercial Real Estate$1,668,500
Up $90,000
Property 1$445,000Retail
Property 2$0Hotel
Property 3$12,500Apartments
Property 4$254,000Apartments
Property 5$185,000Office
Property 6$76,000Apartments
Property 7$196,000Office
Property 8$325,000 Apartments
Property 9$85,000New Construction: Hotel
Property 10$10,000Land: Apartments
Property 11$10,000Land: Apartments
Property 12$10,000Land: Office/Apts
Property 13$60,000Hotel
Net Investment Assets$2,815,714
Up $340,000
Primary Residence$616,376
Down $100,000
New Home Value$616,376
New Home Debt$0Paid Off...Again!
Total Net Worth$3,432,090
Up $240,000

6 thoughts on “Net Worth

    1. Thanks. Keep trying – it doesn’t seem like it will ever happen at first, but the snowball starts rolling and it adds up quickly.

Leave a Reply

Your email address will not be published. Required fields are marked *