SmartBoy's Net Worth for July 2013


Assets Value Change ($) Change (%)
Cash $99,577 ($1,151) (1.14%)
Stocks $483,031 $35,271 7.88%
Bonds $85,894 ($211) (0.25%)
Annuities $0 - -
Retirement $160,593 $2,422 1.53%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $28,274 $159 0.57%
$1,201,869 $36,490 3.13%
 
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 $1,171,869 $36,490 3.21%
*All values shown in CAD ($)
Notes:
As of July 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.

Back to good progress this month, equity markets recovered a bit and income became steady once again. Slow and steady progress, well on target to hit goals for the end of the year and exceed once again.

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