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tripleoptician's
Net Worth for January 2024
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Assets
Value
Change ($)
Change (%)
Cash
$39,000
($6,000)
(13.33%)
Stocks
$2,117,000
$34,000
1.63%
Bonds
$1,050,000
-
-
Annuities
$1,673,000
$130,000
8.43%
Other Real Estate
$525,000
-
-
Retirement
$960,000
$60,000
6.67%
Home
$2,100,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$840,000
-
-
Total Assets
$9,304,000
$218,000
2.40%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$15,000
($500)
(3.23%)
Other Debts
$395,000
($205,000)
(34.17%)
Other Mortgage(s)
$1,545,000
($6,000)
(0.39%)
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$1,955,000
($211,500)
(9.76%)
Net Worth
$7,349,000
$429,500
6.21%
*
All values shown in CAD ($)
Notes:
+13% ytd
USD 1.34
Good stock returns and more debt pay down
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