SmartBoy's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $57,894 ($12,159) (17.36%)
Stocks $1,902,042 $133,082 7.52%
Bonds $98,069 ($91,927) (48.38%)
Annuities $107,990 - -
Retirement $466,750 $8,933 1.95%
Home $610,000 - -
Other Real Estate $0 - -
Cars $100,000 - -
Personal Property $76,000 - -
Other Assets $216,743 $12,957 6.36%
$3,635,488 $50,886 1.42%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $56,086 ($2,549) (4.35%)
Other Debts $0 - -
Total Debts $56,086 ($2,549) (4.35%)
Net Worth $3,579,402 $53,435 1.52%
*All values shown in CAD ($)
Notes:
No major issues thus far for 2021. I made an effort to actually finally sell a few dogs like Crescent Point and Cineplex that had been dragging the portfolio for years, and replaced with new asset classes including significant increases in the US markets and tech sector, etc. Too bad I didn't do this a year ago! Most registered accounts are maxed out now including both TFSA accounts, all that is left to do is max the contribution to the RRSP accounts and we should be good from that perspective too. Hopefully we can hit $4 million soon, assuming there isn't a huge market crash.

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