SmartBoy's Net Worth for November 2017


Assets Value Change ($) Change (%)
Cash $65,298 $24,915 61.70%
Stocks $1,433,939 $21,786 1.54%
Bonds $63,900 $12,345 23.95%
Annuities $75,993 $8,000 11.77%
Retirement $334,419 $2,624 0.79%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $71,989 $4,729 7.03%
$2,699,038 $74,399 2.83%
 
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 $2,699,038 $74,399 2.83%
*All values shown in CAD ($)
Notes:
As of November 30, 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.

Continued moves upwards in stocks have driven ongoing growth, particular the bank and resource stocks, amazingly. Otherwise steady income, and added the annuity piece since I had neglected to include that amount on previous monthly calculations. Amazingly, nearly $2.7 million in net worth so far, despite all of the expenses of family, etc.

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