SmartBoy's Net Worth for October 2010


Assets Value Change ($) Change (%)
Cash $67,245 $2,475 3.82%
Stocks $40,937 $10,547 34.71%
Bonds $0 - -
Annuities $0 - -
Retirement $73,836 $2,419 3.39%
Home $300,000 - -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $2,500 - -
Other Assets $10,668 $23 0.22%
$502,686 $15,464 3.17%
 
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 $502,686 $15,464 3.17%
*All values shown in CAD ($)
Notes:
As of October 31, 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).

Over $500,000 for the first time. Rebalanced my non-registered portfolio with a lump sum contribution, which is the reason for the pretty drastic jump in that column relative to everything else. Income from work continues to flow in regularly, which definitely helps the bottom line. I traveled a lot for both pleasure and business over the last month, so there will be hefty credit card bills to pay. Despite that, until the market completely tanks, I should definitely end 2010 well over the $500K mark. Everything is steadily moving forward and my expenses should drop considerably over the next month as I focus on work and stop flying all over the place.

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