SmartBoy's Net Worth for July 2009


Assets Value Change ($) Change (%)
Cash $17,623 $2,087 13.43%
Stocks $2,848 $986 52.95%
Bonds $0 - -
Annuities $0 - -
Retirement $44,891 $2,173 5.09%
Home $300,000 - -
Other Real Estate $0 - -
Cars $9,500 - -
Personal Property $2,500 - -
Other Assets $5,050 $4 0.08%
$382,412 $5,250 1.39%
 
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 $382,412 $5,250 1.39%
*All values shown in CAD ($)
Notes:
As of August 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).

No real surprises this month - I suspect this is the pattern that we'll be seeing for the remainder of the year. If I continue at this pace I will probably reach my annual net worth goal of $390,000 in no more than three months, which will allow me some time before the end of the year to work towards $400,000. Markets notwithstanding, of course. I have too much cash at hand - I should figure out something to do with it but not sure exactly how best to deploy it given that interest rates are otherwise lousy and that it is earning 0.75% already.

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