SmartBoy's Net Worth for November 2018


Assets Value Change ($) Change (%)
Cash $57,295 ($2,005) (3.38%)
Stocks $1,474,901 $10,847 0.74%
Bonds $42,023 $8,777 26.40%
Annuities $99,991 - -
Retirement $373,790 $6,130 1.67%
Home $610,000 - -
Other Real Estate $0 - -
Cars $6,000 ($14,000) (70.00%)
Personal Property $23,500 - -
Other Assets $90,924 $4,047 4.66%
$2,778,424 $13,796 0.50%
 
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 $2,778,424 $13,796 0.50%
*All values shown in CAD ($)
Notes:
As of November 30, 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.

Bit of a bump as markets kind of recovered, but still on leave so minimal income flowing in. Have a lot owed to me in terms of additional income, so between that and hopefully markets not crashing, should have some positive change for the end of the year. Will not even come close to target of $3 million for year-end, unfortunately. Also decided to indicate depreciation on my crappy little Altima which is eight years old.

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