As of September 11, 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.
Good progress again this month, bolstered mostly by nice increases in financial stocks. I am very happy with how well my initial purchases of bank stocks have been over the course of the year - both have gained nearly 20% between their principle and dividend amounts. I think that I need to allocate the rest of my spare cash accordingly. Otherwise nothing new to report. I am clearly going to exceed the amount that I set as an initial target at the beginning of the year, likely in the next month or so. |