SmartBoy's Net Worth for August 2012


Assets Value Change ($) Change (%)
Cash $49,088 $2,921 6.33%
Stocks $121,233 $5,035 4.33%
Bonds $158,548 $8,220 5.47%
Annuities $0 - -
Retirement $120,660 $2,278 1.92%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $22,469 $18 0.08%
$816,498 $18,472 2.31%
 
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 $786,498 $18,472 2.41%
*All values shown in CAD ($)
Notes:
As of September 1, 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.

I am actually surprised that I made some progress this month as I was on vacation for a couple of weeks and spent a fair bit doing so. Into the home stretch for 2012 and with four months to go I am aiming for the $850K mark before the end of the year so that I can safely hit the million mark for 2013. I am also going to speak with an advisor regarding what to do with some of my extra cash on hand to finally utilize it better than high-interest savings.

Comments