SmartBoy's Net Worth for April 2013


Assets Value Change ($) Change (%)
Cash $66,489 $2,488 3.89%
Stocks $440,481 $39,765 9.92%
Bonds $63,233 ($33,526) (34.65%)
Annuities $0 - -
Retirement $158,778 $654 0.41%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $28,364 $78 0.28%
$1,101,845 $9,459 0.87%
 
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 $1,071,845 $9,459 0.89%
*All values shown in CAD ($)
Notes:
As of April 30, 2013. "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.

A relatively small gain this month as I paid a large tax instalment at the beginning of the month and generated less income as I was away at conferences and such for a fair bit of the month. Equity markets were obviously up and down as well. Things should hopefully get back on track in May. A large personal tax refund is also forthcoming.

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