tripleoptician's Net Worth for September 2019


Assets Value Change ($) Change (%)
Cash $34,000 ($13,000) (27.66%)
Stocks $2,931,000 $801,000 37.61%
Bonds $0 - -
Annuities $0 - -
Other Real Estate $535,000 - -
Retirement $461,000 $15,000 3.36%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $372,000 - -
$5,933,000 $803,000 15.65%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,066,000 ($3,000) (0.28%)
Other Debts $763,000 $763,000 -
Other Mortgage(s) $427,000 ($1,000) (0.23%)
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,256,000 $759,000 50.70%
Net Worth $3,677,000 $44,000 1.21%
*All values shown in CAD ($)
Notes:
Wiped out other leverage. Now -ve $763K leverage in IBKR. USD Stable 1.33 to 1.32 . Stable market in most equity holdings.

Changing accountants and plan for transition to increased real estate exposure

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