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. |