SmartBoy's Net Worth for March 2015


Assets Value Change ($) Change (%)
Cash $85,327 $17,715 26.20%
Stocks $1,028,856 ($4,022) (0.39%)
Bonds $53,601 ($3,227) (5.68%)
Annuities $17,998 $3,999 28.57%
Retirement $250,488 ($120) (0.05%)
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $37,108 ($1,143) (2.99%)
$1,817,878 $13,202 0.73%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $1,817,878 $13,202 0.73%
*All values shown in CAD ($)
Notes:
As of April 12, 2015. "Cash" = personal cash. "Stocks" = all non-registered equity investments, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs). "Bonds" = corporate cash (only actual cash, does not include any money in brokerage accounts). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = all registered investments. "Other Assets" = TFSA account.

Markets have been flat, particularly with respect to the financial stocks, hence the reason why the net worth numbers have stagnated to a large degree. Planning on a big real estate purchase in the next few months, so need to save dollars accordingly.

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