SmartBoy's Net Worth for October 2012


Assets Value Change ($) Change (%)
Cash $54,045 $618 1.16%
Stocks $215,515 $7,509 3.61%
Bonds $90,657 $23,556 35.11%
Annuities $0 - -
Retirement $126,166 $2,024 1.63%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $22,546 ($63) (0.28%)
$853,429 $33,644 4.10%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $30,000 - -
Total Debts $30,000 - -
Net Worth $823,429 $33,644 4.26%
*All values shown in CAD ($)
Notes:
As of October 28, 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.

Major expenses are finished for the remainder of the year, so I am hopefully going to be accumulating assets for the rest of 2012. Happy that investments did well this month, and I am on track for $850K by the end of the year which means that the magical $1000K is within sight for 2013.

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