As of April 27, 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.
No significant points to consider here - stocks are slowly creeping upwards, I have put some more cash to use in blue-chip dividend payers, so the investment portfolio is nearly at $1,000,000 at this point in time. No strategic changes, will continue to move forward with the current plan. |