SmartBoy's Net Worth for May 2017


Assets Value Change ($) Change (%)
Cash $36,726 $12,157 49.48%
Stocks $1,276,592 ($9,000) (0.70%)
Bonds $72,719 $21,142 40.99%
Annuities $61,994 $2,000 3.33%
Retirement $328,796 $351 0.11%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $58,465 ($3,488) (5.63%)
$2,488,792 $23,162 0.94%
 
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 $2,488,792 $23,162 0.94%
*All values shown in CAD ($)
Notes:
As of June 2, 2017. "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.

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