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tripleoptician's
Net Worth for July 2022
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Assets
Value
Change ($)
Change (%)
Cash
$0
($10,000)
-
Stocks
$2,397,000
$144,000
6.39%
Bonds
$686,000
-
-
Annuities
$1,032,000
$87,000
9.21%
Other Real Estate
$60,000
-
-
Retirement
$698,000
$33,000
4.96%
Home
$1,600,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$920,000
-
-
Total Assets
$7,393,000
$254,000
3.56%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$498,000
($8,000)
(1.58%)
Other Debts
$1,489,000
$6,000
0.40%
Other Mortgage(s)
$595,000
$3,000
0.51%
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$2,582,000
$1,000
0.04%
Net Worth
$4,811,000
$253,000
5.55%
*
All values shown in CAD ($)
Notes:
Mtd 8.75% ytd -36%
USD 1.285
$5-10K stock purchases/month with most going to debt pay down now
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