SmartBoy's Net Worth for October 2017


Assets Value Change ($) Change (%)
Cash $40,383 ($5,843) (12.64%)
Stocks $1,412,153 $36,822 2.68%
Bonds $51,555 $18,114 54.17%
Annuities $67,993 - -
Retirement $331,795 $2,526 0.77%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $67,260 $3,655 5.75%
$2,624,639 $55,274 2.15%
 
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 $2,624,639 $55,274 2.15%
*All values shown in CAD ($)
Notes:
As of October 29, 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 continuing to move upwards - how long is this sustainable for before things crash? Regardless, I'm still riding the wave. My annual dividend payments for stand-alone stocks is up to a little over $53,200 per year, nearly all of which are reinvested in further stocks. I've surpassed the $250K net worth bump goal already at nearly $270K for the year to date. If the markets don't crash, hopefully we'll be able to lock these numbers in for the remainder of 2017.

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