SmartBoy's Net Worth for March 2013


Assets Value Change ($) Change (%)
Cash $64,001 $414 0.65%
Stocks $400,716 ($772) (0.19%)
Bonds $96,759 $26,511 37.74%
Annuities $0 - -
Retirement $158,124 ($470) (0.30%)
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $28,286 $47 0.17%
$1,092,386 $25,730 2.41%
 
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 $1,062,386 $25,730 2.48%
*All values shown in CAD ($)
Notes:
As of March 31, 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.

Trying to tidy up all of the investments this month led to a little bit of disorganization, and obviously the markets were flat too. Slowly building a portfolio of dividend-paying blue chips that I will intend to hold for a long time. Have switched most of my bond fund into the Vanguard equivalent, probably will do the same for the other index funds shortly. Otherwise steady progress, no surprises otherwise.

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