SmartBoy's Net Worth for June 2014


Assets Value Change ($) Change (%)
Cash $127,933 $3,956 3.19%
Stocks $829,826 $50,747 6.51%
Bonds $45,828 ($15,666) (25.48%)
Annuities $0 - -
Retirement $205,506 $462 0.23%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $35,107 $949 2.78%
$1,588,700 $40,448 2.61%
 
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 $1,558,700 $40,448 2.66%
*All values shown in CAD ($)
Notes:
As of June 30, 2014. "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.

No surprises, steady income and progress on the investments. Putting more and more of my cash to work, which I am happy about - collecting 4-5% dividends with reinvestment on all of my blue-chip stocks is the way to go! I have also cancelled the purchase of any future index funds, and will continue to look for good entry points to get more of my cash invested for the long-term.

Comments