SmartBoy's Net Worth for June 2017


Assets Value Change ($) Change (%)
Cash $34,623 ($2,103) (5.73%)
Stocks $1,254,253 ($22,339) (1.75%)
Bonds $97,282 $24,563 33.78%
Annuities $63,994 $2,000 3.23%
Retirement $328,637 ($159) (0.05%)
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $57,982 ($483) (0.83%)
$2,490,271 $1,479 0.06%
 
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 $2,490,271 $1,479 0.06%
*All values shown in CAD ($)
Notes:
As of June 30, 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.

Comments