SmartBoy's Net Worth for March 2014


Assets Value Change ($) Change (%)
Cash $97,465 ($3,536) (3.50%)
Stocks $686,081 $3,667 0.54%
Bonds $93,639 $24,754 35.94%
Annuities $0 - -
Retirement $200,281 ($58) (0.03%)
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $33,059 ($1,222) (3.56%)
$1,455,025 $23,605 1.65%
 
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 $1,425,025 $23,605 1.68%
*All values shown in CAD ($)
Notes:
As of March 29, 2014. "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.

Markets were reasonably flat this month, hence the modest increases in net worth, in addition to the fact that February's numbers were inflated given that I reported them a few days late. Progress has been reasonable to date for the year, I did purchase a couple of new assets which I intend to hold on a long-term basis as well, although the amount of cash I have sitting around remains high.

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