SmartBoy's Net Worth for September 2017


Assets Value Change ($) Change (%)
Cash $46,226 $12,088 35.41%
Stocks $1,375,331 $98,539 7.72%
Bonds $33,441 ($72,512) (68.44%)
Annuities $67,993 - -
Retirement $329,269 $1,086 0.33%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $63,605 $4,911 8.37%
$2,569,365 $44,112 1.75%
 
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 $2,569,365 $44,112 1.75%
*All values shown in CAD ($)
Notes:
As of September 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.

Major rebound in stocks helped to bump me back in the right direction, after a bit of a disappointing dip in August. I'm getting close to the magic $250K bump for the year, which is great considering all of the additional expenses of family, vacations, etc. Will try to meaningfully invest some of my excess cash as well going forward.

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