SmartBoy's Net Worth for July 2012


Assets Value Change ($) Change (%)
Cash $46,167 $1,835 4.14%
Stocks $116,198 $5,053 4.55%
Bonds $150,328 $11,364 8.18%
Annuities $0 - -
Retirement $118,382 $2,489 2.15%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $22,451 $98 0.44%
$798,026 $20,839 2.68%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $30,000 - -
Total Debts $30,000 - -
Net Worth $768,026 $20,839 2.79%
*All values shown in CAD ($)
Notes:
As of July 29, 2012. "Cash" = personal cash. "Stocks" = all non-registered equity investments, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs). "Bonds" = corporate cash (including actual cash and fully-liquid assets such as money invested in high-interest savings accounts). "Retirement" = all registered investments. "Other Assets" = TFSA account (Considered an "emergency fund" which holds only fixed-income assets). "Other Debts" = Interest-Free Loan.

Slow, steady progress this month. I am on target to comfortably hit my net worth goal of $800K likely within the next 2-3 months, and then begin the slow inexorable climb towards the magic $1,000,000 mark. To hit that number by the age of 35 would be, in my mind, a meaningful achievement.

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