DonChogni's Net Worth for August 2015


Assets Value Change ($) Change (%)
Cash $31,711 $31,711 -
Stocks $88,669 $88,669 -
Bonds $40,124 $40,124 -
Annuities $60,240 $60,240 -
Retirement $48,819 $48,819 -
Home $0 - -
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $667 $667 -
$270,230 $270,230 -
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $17,545 $17,545 -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $17,545 $17,545 -
Net Worth $252,685 $252,685 -
*All values shown in CAD ($)
Notes:
Age: 54 Portfolio Plan: Canadian Global Couch Potato - Vanguard ETFs 20% VCN 30% VCX 50% VAB Cash: - Personal Chequing, Business Chequing, Paypal. - Tangerine 2.1% Savings Account (Emergency Fund) Stocks: - VCN, VCX Bonds: - Unregistered VAB "Annuities: - AFP in Chile ($ 31.678.260 CLP) Retirement: - RRSP, TFSA (All on additional VAB to complete 50% allocation) Cars: - A lease. Will add later (under Auto Loans). "Other Assets": - BancoEstado Chile ($ 352.287 CLP) Activity: - Got new Accountant - Maxed out TFSA at $40k. Planning to not contribute yet to RRSP (~$10k). - Closing redundant bank account (CIBC chequing) - Set up portofolio in RBC Direct Investing - Moved RRSP from Manulife Securities (2.6% average MER!!) to RBC Direct Investing (VAB) - Reducing Life and Car Insurance Premiums - Reading Millionaire Teacher, Stop Overthinking your Money I welcome comments/suggestions.

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