SmartBoy's Net Worth for June 2009


Assets Value Change ($) Change (%)
Cash $15,536 ($1,104) (6.63%)
Stocks $1,862 $967 108.04%
Bonds $0 - -
Annuities $0 - -
Retirement $42,718 $2,777 6.95%
Home $300,000 - -
Other Real Estate $0 - -
Cars $9,500 - -
Personal Property $2,500 - -
Other Assets $5,046 $3 0.06%
$377,162 $2,643 0.71%
 
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 $377,162 $2,643 0.71%
*All values shown in CAD ($)
Notes:
As of July 1, 2009. "Stocks" = all non-registered investments (Canadian and US Index Funds). "Other Assets" = TFSA account (all cash at present and thought of primarily as an emergency fund).

Slow but steady progress this month. No surprises, no extra work or income, but no major expenses other than for having to pay an $1800 property tax bill at the end of June. Happy that everything has been automated in terms of the investment side of things, and will work to bring in some extra income this month while enjoying our short-lived summer months as well. Less than $13,000 to meet my annual net worth goal for 2009 with half the year to go - I'm in better shape than I figured I'd be in.

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