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tripleoptician's
Net Worth for June 2019
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Assets
Value
Change ($)
Change (%)
Cash
$42,000
($64,000)
(60.38%)
Stocks
$2,335,000
($101,000)
(4.15%)
Bonds
$0
-
-
Annuities
$0
-
-
Other Real Estate
$535,000
$535,000
-
Retirement
$429,000
$12,000
2.88%
Home
$1,600,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$372,000
$166,000
80.58%
Total Assets
$5,313,000
$548,000
11.50%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$1,076,000
($3,000)
(0.28%)
Other Debts
$225,000
-
-
Other Mortgage(s)
$428,000
$428,000
-
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$1,729,000
$425,000
32.59%
Net Worth
$3,584,000
$123,000
3.55%
*
All values shown in CAD ($)
Notes:
$462K leverage in IBKR. USD decreased from 1.345 to 1.31. Market gains in most equity holdings. Closed on rental property - $115K down and $428K borrow at 3.25% fixed.
Increased Private Equity/VC investment
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