SmartBoy's Net Worth for May 2013


Assets Value Change ($) Change (%)
Cash $89,003 $22,514 33.86%
Stocks $459,655 $19,174 4.35%
Bonds $78,993 $15,760 24.92%
Annuities $0 - -
Retirement $160,923 $2,145 1.35%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $28,348 ($16) (0.06%)
$1,161,422 $59,577 5.41%
 
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 $1,131,422 $59,577 5.56%
*All values shown in CAD ($)
Notes:
As of May 29, 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.

A more significant gain this month, aided predominantly by equity markets which moved upwards in addition to chunks of salary coming in along with a sizable income tax return. Things should continue to progress steadily, I am well ahead in terms of my end-of-year goal.

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