tripleoptician's Net Worth for May 2022


Assets Value Change ($) Change (%)
Cash $101,500 ($33,500) (24.81%)
Stocks $2,703,000 ($41,000) (1.49%)
Bonds $343,000 - -
Annuities $807,000 ($40,000) (4.72%)
Other Real Estate $60,000 - -
Retirement $734,000 $97,000 15.23%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $920,000 - -
$7,268,500 ($17,500) (0.24%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $520,000 ($8,000) (1.52%)
Other Debts $1,308,000 $330,000 33.74%
Other Mortgage(s) $540,000 $2,000 0.37%
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,368,000 $324,000 15.85%
Net Worth $4,900,500 ($341,500) (6.51%)
*All values shown in CAD ($)
Notes:
Mtd -2% ytd -33%
USD 1.272

Prepping large transaction for $350K contribution
Will sell $250K equity and $100K cash to service

Comments