As of February 27, 2012. "Cash" = personal cash. "Stocks" = all non-registered equity investments, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs). "Bonds" = corporate cash (including actual cash and fully-liquid assets such as money invested in high-interest savings accounts). "Retirement" = all registered investments. "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 nice rebound this month as expenses have stabilized significantly and income continues to flow while the markets obviously had a better month than they've had in quite some time. Things are nearly automated in terms of my finances, which I am pleased with. I am thinking about just going ahead and making the lump-sum investment into my RRSP as well as trying to decide how to invest some of the huge amount of cash that I am beginning to accrue unnecessarily. I'm happy to be back on track once again, and this year tax season won't hit me as hard as in previous years as I've already made the big instalment payments. |