As of May 5, 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.
A decent gain this month, fueled mostly by salary dollars. We have purchased a new home, so I included the $30,000 down payment in the calculation of the current net worth under the 'Home' column. Steady gains, despite the fact that investments continue to stall out to some degree. I am nearly 50% of the way to the goal of $2 million dollars. |