SmartBoy's Net Worth for February 2023


Assets Value Change ($) Change (%)
Cash $35,397 $7,692 27.76%
Stocks $2,811,710 $119,273 4.43%
Bonds $79,302 ($63,212) (44.35%)
Annuities $107,990 - -
Retirement $707,540 ($13,434) (1.86%)
Home $610,000 - -
Other Real Estate $0 - -
Cars $100,000 - -
Personal Property $76,000 - -
Other Assets $354,184 $7,289 2.10%
$4,882,123 $57,608 1.19%
 
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 $4,882,123 $57,608 1.19%
*All values shown in CAD ($)
Notes:
As of March 3, 2023. "Cash" = Personal Cash, "Stocks" = All Non-Registered Investments (including personal and corporate), "Bonds" = Corporate Cash, "Retirement" = All RRSPs combined (wife & myself), "Annuities" = Cash Value of Annuity, "Other assets" = All TFSAs combined (wife & myself)

Small bump this month despite rocky markets. Holding over $500K in cash now to see how markets go but still largely invested and did not sell anything this month. We will see how it plays out. Will leave cash in high-interest products.

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