SmartBoy's Net Worth for October 2011


Assets Value Change ($) Change (%)
Cash $39,045 ($91,879) (70.18%)
Stocks $78,470 $9,209 13.30%
Bonds $27,896 $27,896 -
Annuities $0 - -
Retirement $99,752 $4,411 4.63%
Home $622,000 $322,000 107.33%
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $16,495 ($140) (0.84%)
$906,158 $271,497 42.78%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $100,000 $100,000 -
Other Mortgage(s) $150,000 $150,000 -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $30,000 - -
Total Debts $280,000 $250,000 833.33%
Net Worth $626,158 $21,497 3.56%
*All values shown in CAD ($)
Notes:
As of October 30, 2011. "Retirement" = all registered investments. "Stocks" = all non-registered equity investments (Canadian/US/International Index Funds). "Bonds" = corporate money currently held in liquid assets. "Other Assets" = TFSA account (Considered an "emergency fund" which holds only fixed-income assets). "Home Mortgage" = actual mortgage. "Other Mortgage" = Line of Credit. "Other Debts" = Interest-Free Loan.

A huge change this month across the board. I purchased a new condo while my old property still remains on the market, which is why there is some excessive debt on the balance sheet at the present time. There was obviously a lot of spending getting the property in order, and I have added the purchase price of the property that I am now living in to the old real estate value. Looks as though markets recovered somewhat this month as my non-registered portfolio jumped a fair bit, otherwise nothing else significant has changed. I'm looking forward to getting my old property sold and paying off all of my debts ASAP as paying interest is loathsome to me!

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