tripleoptician's Net Worth for May 2020


Assets Value Change ($) Change (%)
Cash $62,000 $29,000 87.88%
Stocks $3,300,000 $286,000 9.49%
Bonds $0 - -
Annuities $0 - -
Other Real Estate $555,000 - -
Retirement $490,000 $29,000 6.29%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $500,000 $70,000 16.28%
$6,507,000 $414,000 6.79%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $919,000 ($3,000) (0.33%)
Other Debts $888,000 $78,000 9.63%
Other Mortgage(s) $419,000 ($1,000) (0.24%)
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,226,000 $74,000 3.44%
Net Worth $4,281,000 $340,000 8.63%
*All values shown in CAD ($)
Notes:
Coronovirus month - YTD TWR -0.26% MWR +4.2%
Reduced mortgage and borrowed approximately $70K for VC investment from margin debt
Margin cost down to 1.1% in IBKR and 2.2% in LOC's
Excess liquidity around $1.1 million in IBKR
non-margin dry powder $800K

Initial deposit on new investment condo = $20K
USD down 1.4 to 1.385

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