SmartBoy's Net Worth for November 2013


Assets Value Change ($) Change (%)
Cash $119,038 ($1,245) (1.04%)
Stocks $587,405 $12,213 2.12%
Bonds $67,889 $11,809 21.06%
Annuities $0 - -
Retirement $167,535 $264 0.16%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $28,480 $82 0.29%
$1,314,847 $23,123 1.79%
 
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 $1,284,847 $23,123 1.83%
*All values shown in CAD ($)
Notes:
As of December 8, 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.

I brought in a relatively small amount of income this month and stocks dipped a bit (financials specifically) which took a chunk out of the final amount for the month, but still decent progress this month overall. A significant amount of personal expenses as well from travelling and having to pay a $10K amount back to the government (which will be disputed and rectified) did not help either.

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