SmartBoy's Net Worth for September 2009


Assets Value Change ($) Change (%)
Cash $26,686 $6,263 30.67%
Stocks $5,263 $1,397 36.14%
Bonds $0 - -
Annuities $0 - -
Retirement $50,650 $2,445 5.07%
Home $300,000 - -
Other Real Estate $0 - -
Cars $9,500 - -
Personal Property $2,500 - -
Other Assets $5,054 $4 0.08%
$399,653 $10,109 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 $399,653 $10,109 2.60%
*All values shown in CAD ($)
Notes:
As of October 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).

Nice gain this month - market continues to rise steadily and more extra income coming in mean that I almost managed to hit $400,000, which I have to say I'm quite pleased with. I've increased the amount that I'm allocating to my investments biweekly to $1390, and will try to plan to bump this up even higher beginning next year. Not sure what my year-end total is going to look like but if I can reach $410,000 I'll definitely have to consider the entire year a great success given the condition the markets were in at the beginning of the year.

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