SmartBoy's Net Worth for June 2012


Assets Value Change ($) Change (%)
Cash $44,332 $3,651 8.97%
Stocks $111,145 $6,496 6.21%
Bonds $138,964 $28,525 25.83%
Annuities $0 - -
Retirement $115,893 $2,793 2.47%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $22,353 $3 0.01%
$777,187 $41,468 5.64%
 
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 $747,187 $41,468 5.88%
*All values shown in CAD ($)
Notes:
As of June 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). "Other Debts" = Interest-Free Loan.

Big bump this month, had a one-time lump sum come in and otherwise not entirely sure what happened! Investments bumped a bit (especially non-registered) so that helped too. Income is flowing steadily, will plan to utilize corporate cash with investments and the like over the next month.

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