tripleoptician's Net Worth for January 2021


Assets Value Change ($) Change (%)
Cash $4,500 ($20,500) (82.00%)
Stocks $4,323,000 $116,000 2.76%
Bonds $0 - -
Annuities $0 - -
Other Real Estate $595,000 - -
Retirement $596,000 $24,000 4.20%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $780,000 $65,000 9.09%
$7,898,500 $184,500 2.39%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $771,000 ($13,000) (1.66%)
Other Debts $1,244,000 $104,000 9.12%
Other Mortgage(s) $411,000 ($1,000) (0.24%)
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,426,000 $90,000 3.85%
Net Worth $5,472,500 $94,500 1.76%
*All values shown in CAD ($)
Notes:
Mtd/ytd 3.17% TWR/MWR
USD stable 1.285

Added $65K to VC investments
deployed cash to retirement accounts

*planned real estate sale for April will likely accrue net $80K cap gain

Comments