SmartBoy's Net Worth for June 2018


Assets Value Change ($) Change (%)
Cash $52,452 $3,762 7.73%
Stocks $1,462,216 $21,310 1.48%
Bonds $66,180 $30,479 85.37%
Annuities $91,991 $1,999 2.22%
Retirement $367,709 $5,792 1.60%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $87,942 ($4,330) (4.69%)
$2,781,990 $59,012 2.17%
 
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 $2,781,990 $59,012 2.17%
*All values shown in CAD ($)
Notes:
As of June 29, 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.

Made a bit more progress, markets seemed to continue to remain somewhat stable and income came in from the last month to lead to the biggest month-to-month increase so far in 2018. Income will slow a bit when I take parental leave so the net worth target of $3,000,000 probably won't happen this year, unfortunately. Will continue to work hard through the summer to bring in the revenue.

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