As of March 9, 2013. "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.
A little late this month with my entry, it was a hectic time at the end of last month. In any case, I'm officially over the $1000K mark, which I imagined would feel like more of an accomplishment than it has, but slow and steady gain upwards is positive. I still have a large chunk of cash that needs to be utilized, and a large lump-sum tax payment on March 31 is going to temper next month's numbers. Still, I am happy with progress and am trying to get more and more of my money into investments which I can just let sit and grow. Will need to do tax returns soon as well, both corporate and personal. |