SmartBoy's Net Worth for November 2009


Assets Value Change ($) Change (%)
Cash $36,206 $5,597 18.29%
Stocks $7,967 $1,596 25.05%
Bonds $0 - -
Annuities $0 - -
Retirement $54,272 $2,909 5.66%
Home $300,000 - -
Other Real Estate $0 - -
Cars $9,500 - -
Personal Property $2,500 - -
Other Assets $5,061 $3 0.06%
$415,506 $10,105 2.49%
 
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 $415,506 $10,105 2.49%
*All values shown in CAD ($)
Notes:
As of December 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).

Reasonable gain this month - markets were steady and I had a little extra income, hitting the $410,000 mark. I'm happy with the progress that I've made this year and have surpassed my initial goal of $390,000 by a significant amount. I am going to plan how best to funnel money into securities for 2010 so that I don't have so much spare cash lying around all of the time. I'll plan to make some lump sum deposits into my RRSP and TFSA on January 1 as well. Doubt that I will hit $420,000 before the end of the year, but it's within reach!

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