SmartBoy's Net Worth for February 2018


Assets Value Change ($) Change (%)
Cash $23,976 ($1,769) (6.87%)
Stocks $1,414,283 ($43,683) (3.00%)
Bonds $53,452 ($17,985) (25.18%)
Annuities $83,992 $4,000 5.00%
Retirement $352,974 ($12,741) (3.48%)
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $84,969 $2,644 3.21%
$2,667,146 ($69,534) (2.54%)
 
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 $2,667,146 ($69,534) (2.54%)
*All values shown in CAD ($)
Notes:
As of March 10, 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.

Big drop in markets leads to a major hit which is going to be tough to recover from. What irks me is that I already invested all my spare cash when the market was peaking, so now I have no cash left to invest when the market is tanking. Such is life. Have big tax bills to pay moving forward so will need to horde some cash and ensure that everything is paid up before accumulating again. Hopefully markets bounce back, and new contract will help in terms of steadying income.

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