SmartBoy's Net Worth for June 2013


Assets Value Change ($) Change (%)
Cash $100,728 $11,725 13.17%
Stocks $447,760 ($11,895) (2.59%)
Bonds $86,105 $7,112 9.00%
Annuities $0 - -
Retirement $158,171 ($2,752) (1.71%)
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $28,115 ($233) (0.82%)
$1,165,379 $3,957 0.34%
 
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 $1,135,379 $3,957 0.35%
*All values shown in CAD ($)
Notes:
As of July 2, 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.

Equity markets took a tumble which accounted for some of the losses this month, still managed to squeak out a small gain otherwise because of income. With equity markets starting to equilibrate, I will look to utilize more of my cash into blue-chip assets for long-term holdings.

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