tripleoptician's Net Worth for November 2020


Assets Value Change ($) Change (%)
Cash $17,000 ($29,000) (63.04%)
Stocks $4,052,000 $402,000 11.01%
Bonds $0 - -
Annuities $0 - -
Other Real Estate $575,000 - -
Retirement $571,000 $82,000 16.77%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $715,000 $62,000 9.49%
$7,530,000 $517,000 7.37%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $791,000 ($109,000) (12.11%)
Other Debts $1,175,000 $91,000 8.39%
Other Mortgage(s) $413,000 ($1,000) (0.24%)
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,379,000 ($19,000) (0.79%)
Net Worth $5,151,000 $536,000 11.61%
*All values shown in CAD ($)
Notes:
Excellent returns - 18%MTD, YTD 32% TWR/ 42% MWR
USD 1.305

Lump sum on mortgage from corporate debt via shareholder loan
double payments on mortgage again
Evaluating tax planning strategies

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