SmartBoy's Net Worth for September 2010


Assets Value Change ($) Change (%)
Cash $64,770 $4,234 6.99%
Stocks $30,390 $3,459 12.84%
Bonds $0 - -
Annuities $0 - -
Retirement $71,417 $3,246 4.76%
Home $300,000 - -
Other Real Estate $0 - -
Cars $7,500 - -
Personal Property $2,500 - -
Other Assets $10,645 $88 0.83%
$487,222 $11,027 2.32%
 
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 $487,222 $11,027 2.32%
*All values shown in CAD ($)
Notes:
As of September 29, 2010. "Retirement" = all registered investments. "Stocks" = all non-registered investments (Canadian/US/International Index Funds). "Other Assets" = TFSA account (Considered an "emergency fund" which holds only fixed-income assets).

There's still a fair bit of income that has yet to come in from my work in July and August, and the markets have moved forward this month which has helped make some gains on the investment side of things. I should easily be over the $500,000 mark by the end of the year. Am pondering whether to change index funds to ETFs, and will need to give it some more thought before deciding how best to convert everything.

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