tripleoptician's Net Worth for April 2021


Assets Value Change ($) Change (%)
Cash $24,500 $7,000 40.00%
Stocks $4,356,000 $225,000 5.45%
Bonds $0 - -
Annuities $0 - -
Other Real Estate $60,000 ($535,000) (89.92%)
Retirement $673,000 $24,000 3.70%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $920,000 - -
$7,633,500 ($279,000) (3.53%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $746,000 ($9,000) (1.19%)
Other Debts $727,000 ($409,000) (36.00%)
Other Mortgage(s) $0 ($324,000) -
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $1,473,000 ($742,000) (33.50%)
Net Worth $6,160,500 $463,000 8.13%
*All values shown in CAD ($)
Notes:
Mtd 11%/ YTD 18.4%
USD stable 1.25 CAD
Excellent stock returns
Real Estate Property sold - proceeds went to further debt reduction
Preparing for Large Life Insurance policy
Will have significant taxes come next tax year off capital gains sales

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