SmartBoy's Net Worth for April 2012


Assets Value Change ($) Change (%)
Cash $35,530 $10,445 41.64%
Stocks $104,733 $2,125 2.07%
Bonds $103,492 $3,497 3.50%
Annuities $0 - -
Retirement $111,782 $1,012 0.91%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $21,912 $24 0.11%
$721,949 $17,103 2.43%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $30,000 - -
Total Debts $30,000 - -
Net Worth $691,949 $17,103 2.53%
*All values shown in CAD ($)
Notes:
As of April 30, 2012. "Cash" = personal cash. "Stocks" = all non-registered equity investments, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs). "Bonds" = corporate cash (including actual cash and fully-liquid assets such as money invested in high-interest savings accounts). "Retirement" = all registered investments. "Other Assets" = TFSA account (Considered an "emergency fund" which holds only fixed-income assets). "Home Mortgage" = actual mortgage. "Other Mortgage" = Line of Credit. "Other Debts" = Interest-Free Loan.

Equity investments had a bad month, so as a result numbers didn't jump as much as I would have otherwise hoped. Things are otherwise moving forward steadily. Still trying to decide what to do in terms of corporate cash surplus. Not much else to report this month.

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