tripleoptician's Net Worth for July 2021


Assets Value Change ($) Change (%)
Cash $8,500 $4,000 88.89%
Stocks $4,216,000 ($138,000) (3.17%)
Bonds $0 - -
Annuities $350,000 $350,000 -
Other Real Estate $60,000 - -
Retirement $692,000 $7,000 1.02%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $920,000 - -
$7,846,500 $223,000 2.93%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $721,000 ($9,000) (1.23%)
Other Debts $670,000 $162,000 31.89%
Other Mortgage(s) $0 - -
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $1,391,000 $153,000 12.36%
Net Worth $6,455,500 $70,000 1.10%
*All values shown in CAD ($)
Notes:
mtd 1.5%/ytd 26.7%
usd 1.25
1st month of life insurance policy CSV = $350K accounted under annuities and will be re-borrowed eventually to repurchase additional stock assets

prepping for further margin debt pay down

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