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. |