tripleoptician's Net Worth for March 2022


Assets Value Change ($) Change (%)
Cash $0 ($9,000) -
Stocks $3,137,000 ($39,000) (1.23%)
Bonds $343,000 $343,000 -
Annuities $826,000 $20,000 2.48%
Other Real Estate $60,000 - -
Retirement $685,000 ($14,000) (2.00%)
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $920,000 - -
$7,571,000 $301,000 4.14%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $537,000 ($9,000) (1.65%)
Other Debts $846,000 $251,000 42.18%
Other Mortgage(s) $537,000 $10,000 1.90%
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $1,920,000 $252,000 15.11%
Net Worth $5,651,000 $49,000 0.87%
*All values shown in CAD ($)
Notes:
USD 1.25
-1.4 mtd/-18.7 ytd

Large tax payment $70K
Changing accounting of insurance collateral loan - corp asset under bonds
Non registered equity position on annuities
Margin debt within corp + non-reg added together

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