As of July 2, 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.
Equity markets took a tumble which accounted for some of the losses this month, still managed to squeak out a small gain otherwise because of income. With equity markets starting to equilibrate, I will look to utilize more of my cash into blue-chip assets for long-term holdings. |