As of June 30, 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 surprises, steady income and progress on the investments. Putting more and more of my cash to work, which I am happy about - collecting 4-5% dividends with reinvestment on all of my blue-chip stocks is the way to go! I have also cancelled the purchase of any future index funds, and will continue to look for good entry points to get more of my cash invested for the long-term. |