SmartBoy's Net Worth for July 2017


Assets Value Change ($) Change (%)
Cash $34,138 ($485) (1.40%)
Stocks $1,276,792 $22,539 1.80%
Bonds $105,953 $8,671 8.91%
Annuities $67,993 $3,999 6.25%
Retirement $328,183 ($454) (0.14%)
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $58,694 $712 1.23%
$2,525,253 $34,982 1.40%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $2,525,253 $34,982 1.40%
*All values shown in CAD ($)
Notes:
As of August 5, 2017. "Cash" = personal cash, including partner's account to which I am contributing and responsible for. "Stocks" = all non-registered equity investments, RESP savings, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs), but also including RESP holdings for Kevin. "Bonds" = corporate cash (only actual cash, does not include any money in brokerage accounts). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = investments in RRSP accounts only. "Other Assets" = investments in TFSA accounts only.

Stock markets continue to waffle, which is the primary reason why my numbers continue to sag. I've pumped some extra cash into investments and have a lot of surplus cash now that I need to take care of. Just a little over the $2.5 million mark at this stage. Hopefully markets don't continue to waffle, but if they do then hopefully there will be excellent opportunities to buy.

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