SmartBoy's Net Worth for January 2018


Assets Value Change ($) Change (%)
Cash $25,745 ($44,031) (63.10%)
Stocks $1,457,966 $16,473 1.14%
Bonds $71,437 $21,059 41.80%
Annuities $79,992 $1,999 2.56%
Retirement $365,715 $25,790 7.59%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $82,325 $10,584 14.75%
$2,736,680 $31,874 1.18%
 
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 $2,736,680 $31,874 1.18%
*All values shown in CAD ($)
Notes:
As of January 25, 2018. "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.

Another year in the books. Going to set a goal for $3 million net worth by the end of this year, should be doable although the markets will really dictate what happens and what doesn't. There's close to $60,000 in dividend income coming in, so that really helps in terms of passive income that gets re-invested automatically. The number is actually greater than that with some older mutual funds and such that also pay distributions. It really helps practically knowing that you have that much cash coming in upfront. We will continue to follow on a monthly basis.

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