tripleoptician's Net Worth for July 2023


Assets Value Change ($) Change (%)
Cash $8,000 ($20,000) (71.43%)
Stocks $2,100,000 ($228,000) (9.79%)
Bonds $1,050,000 - -
Annuities $1,424,000 $46,000 3.34%
Other Real Estate $525,000 $465,000 775.00%
Retirement $844,500 $9,500 1.14%
Home $2,100,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $840,000 - -
$8,891,500 $272,500 3.16%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $17,000 - -
Other Debts $916,000 $30,000 3.39%
Other Mortgage(s) $1,514,000 $1,000 0.07%
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,447,000 $31,000 1.28%
Net Worth $6,444,500 $241,500 3.89%
*All values shown in CAD ($)
Notes:
Decent stock returns 5% mtd/67% ytd

USD 1.31

Completed cash purchase of real estate with source of funds from selling stock at cap gains neutral level for the year

Plan to refinance via mortgage at some point in future when rates are improved

$525K real estate depreciated from $600K appraised value 1 yr ago but up from $$425K cost basis (taxes/fees/purchase price)

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