As of April 30, 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.
Equity investments had a bad month, so as a result numbers didn't jump as much as I would have otherwise hoped. Things are otherwise moving forward steadily. Still trying to decide what to do in terms of corporate cash surplus. Not much else to report this month. |