now's Net Worth for February 2020


Assets Value Change ($) Change (%)
Cash $19,000 $4,700 32.87%
Stocks $1,612,000 ($45,000) (2.72%)
Bonds $13,400 - -
Annuities $18,900 ($1,900) (9.13%)
Retirement $1,491,000 $68,000 4.78%
Home $1,000,000 - -
Other Real Estate $0 - -
Cars $60,000 - -
Personal Property $0 - -
Other $0 - -
$4,214,300 $25,800 0.62%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
Net Worth $4,214,300 $25,800 0.62%
*All values shown in CAD ($)
Notes:
slg3001191

Comments

3/10/2020 4:19:53 PM Seattle
How did your retirement go up 5% when the market went down so much?
3/12/2020 5:37:53 AM njhowie
@Seattle - maybe it's not 100% stocks. Many bond funds have gone up 5% and more since beginning of the year. Long term US treasury bond index funds are up almost 20% since the beginning of the year.
3/12/2020 10:54:08 PM Seattle
You are 40-45 years ago and your retirement must be mostly in bond index funds to offset the huge loss in the equity market. Hmmn.. You must be really good to time the market.
3/14/2020 6:04:01 PM njhowie
I just gave it as an example. Maybe it's tied up in his employer's retirement plan which isn't based on the stock market? Whatever - everyone's retirement funds do not have to be tied to the stock market.