SmartBoy's Net Worth for January 2013


Assets Value Change ($) Change (%)
Cash $75,945 ($2,956) (3.75%)
Stocks $363,716 $53,132 17.11%
Bonds $74,444 ($9,748) (11.58%)
Annuities $0 - -
Retirement $134,629 $2,704 2.05%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $28,106 ($92) (0.33%)
$1,021,340 $43,040 4.40%
 
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 $991,340 $43,040 4.54%
*All values shown in CAD ($)
Notes:
As of January 30, 2013. "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.

No massive changes this month, markets seemed to perform well which has helped the bottom line to some degree. Very close to hitting the magic mark of $1000K, which is exciting. Unless something catastrophic happens, I should be over a million by the end of next month. Going to get my RRSP in order and also try to get a little more invested equity-wise with spare corporate cash. The large bump in corporate investments is mostly in high-interest savings right now.

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