SmartBoy's Net Worth for June 2010


Assets Value Change ($) Change (%)
Cash $36,229 $1,310 3.75%
Stocks $21,506 $1,567 7.86%
Bonds $0 - -
Annuities $0 - -
Retirement $63,795 $424 0.67%
Home $300,000 - -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $2,500 - -
Other Assets $10,362 $125 1.22%
$441,892 $3,426 0.78%
 
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 $441,892 $3,426 0.78%
*All values shown in CAD ($)
Notes:
As of July 2, 2010. "Retirement" = all registered investments. "Stocks" = all non-registered investments (Canadian/US/International Index Funds). "Other Assets" = TFSA account (Considered an "emergency fund" which holds only fixed-income assets).

Back on track with a small gain; had to pay the lump-sum property tax at the end of the month which took out a significant chunk, and stocks have been lousy again this month as the roller coaster continues. Will be starting work soon in mid-July and then steady income stream will be present which should lead to some nice increases in the net worth and pretty easy attainment of the $470,000 net worth goal by the end of the year.

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