As of August 5, 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.
Stock markets continue to waffle, which is the primary reason why my numbers continue to sag. I've pumped some extra cash into investments and have a lot of surplus cash now that I need to take care of. Just a little over the $2.5 million mark at this stage. Hopefully markets don't continue to waffle, but if they do then hopefully there will be excellent opportunities to buy. |