As of April 30, 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 relatively small gain this month as I paid a large tax instalment at the beginning of the month and generated less income as I was away at conferences and such for a fair bit of the month. Equity markets were obviously up and down as well. Things should hopefully get back on track in May. A large personal tax refund is also forthcoming. |