SmartBoy's Net Worth for August 2009


Assets Value Change ($) Change (%)
Cash $20,423 $2,800 15.89%
Stocks $3,866 $1,018 35.74%
Bonds $0 - -
Annuities $0 - -
Retirement $48,205 $3,314 7.38%
Home $300,000 - -
Other Real Estate $0 - -
Cars $9,500 - -
Personal Property $2,500 - -
Other Assets $5,050 - -
$389,544 $7,132 1.87%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $389,544 $7,132 1.87%
*All values shown in CAD ($)
Notes:
As of September 1, 2009. "Stocks" = all non-registered investments (Canadian and US Index Funds). "Other Assets" = TFSA account (all cash at present and thought of primarily as an emergency fund).

Decent gain this month, propelled by some market gains and some extra income coming in. Will assuredly reach $390,000 by the end of September, so the year-end goal is $400,000. This should be reachable unless the market tanks hard. If I thought I had a cash problem last month, look at this month! Best option that I have found so far is a high-interest savings account through TDW that pays 0.95%.

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