SmartBoy's Net Worth for April 2010


Assets Value Change ($) Change (%)
Cash $34,768 ($2,722) (7.26%)
Stocks $18,765 $2,366 14.43%
Bonds $0 - -
Annuities $0 - -
Retirement $64,466 $928 1.46%
Home $300,000 - -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $2,500 - -
Other Assets $10,037 ($50) (0.50%)
$438,036 $522 0.12%
 
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 $438,036 $522 0.12%
*All values shown in CAD ($)
Notes:
As of May 2, 2010. "Stocks" = all non-registered investments (Canadian/US/International Index Funds). "Other Assets" = TFSA account (Considered an "emergency fund" which holds only fixed-income assets).

Whoa, I nearly had a negative month. Main problem was a $2000 exam fee and paying a $4500 income tax bill, coupled with the fact that I was away for the month and didn't have any extra income coming in. Anyways, no real bother. Wasn't necessarily the greatest idea to buy a ton of bond fund in my TFSA with interest rates going back up now, but that's a minor point. Everything otherwise remains on autopilot with no glitches, and I remain happy with how everything is going.

Comments