As of October 22, 2016. "Cash" = personal cash, including partner's account to which I am contributing and responsible for. "Stocks" = all non-registered equity investments, RESP savings, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs), but also including RESP holdings for Kevin. "Bonds" = corporate cash (only actual cash, does not include any money in brokerage accounts). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = investments in RRSP accounts only. "Other Assets" = investments in TFSA accounts only.
Back to work full time, so that is boosting steady growth, but corporate tax payments anticipated next month will cause a chunk to drop off. Stocks seem to be doing well across the board, particularly the resource sector, but it's all cyclical and I am just riding the wave. I still have a few losers which won't ever bounce back, but the portfolio is doing pretty well for the most part right now. Most importantly, our little guy Kevin is doing incredibly well, and there's no price you can put on that! |