SmartBoy's Net Worth for August 2018


Assets Value Change ($) Change (%)
Cash $65,672 $7,985 13.84%
Stocks $1,504,674 $22,446 1.51%
Bonds $108,435 $33,453 44.61%
Annuities $95,991 $2,000 2.13%
Retirement $385,492 $10,788 2.88%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $87,158 ($3,165) (3.50%)
$2,900,922 $73,507 2.60%
 
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 $2,900,922 $73,507 2.60%
*All values shown in CAD ($)
Notes:
As of August 31, 2018. "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.

Another significant boost given excellent market activity this month, continuing to work as hard as possible to boost net worth with income and additional income coming in, etc.

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