SmartBoy's Net Worth for August 2014


Assets Value Change ($) Change (%)
Cash $144,095 $4,026 2.87%
Stocks $883,829 $19,916 2.31%
Bonds $45,342 ($6,326) (12.24%)
Annuities $4,000 $2,000 100.00%
Retirement $209,406 $997 0.48%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $35,780 $12 0.03%
$1,666,952 $20,625 1.25%
 
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 $1,636,952 $20,625 1.28%
*All values shown in CAD ($)
Notes:
As of August 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). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = all registered investments. "Other Assets" = TFSA account (Considered an "emergency fund" which holds only fixed-income assets). "Other Debts" = Interest-Free Loan.

Only a very modest gain this month, partially due to the need to make a $17,500 tax instalment payment and also partially because of a much needed 6-day trip to New York City. Steady growth on the equity side. I will be working more steadily in the next month so salary income should help to bump numbers and get me above the $1.7 million mark in the next couple of months.

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