As of September 1, 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). "Other Debts" = Interest-Free Loan.
I am actually surprised that I made some progress this month as I was on vacation for a couple of weeks and spent a fair bit doing so. Into the home stretch for 2012 and with four months to go I am aiming for the $850K mark before the end of the year so that I can safely hit the million mark for 2013. I am also going to speak with an advisor regarding what to do with some of my extra cash on hand to finally utilize it better than high-interest savings. |