SmartBoy's Net Worth for October 2013


Assets Value Change ($) Change (%)
Cash $120,283 $15,500 14.79%
Stocks $575,192 $48,815 9.27%
Bonds $56,080 ($30,023) (34.87%)
Annuities $0 - -
Retirement $167,271 $5,705 3.53%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $28,398 $169 0.60%
$1,291,724 $40,166 3.21%
 
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 $1,261,724 $40,166 3.29%
*All values shown in CAD ($)
Notes:
As of November 3, 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 good bump this month, bolstered by the stock market gains in addition to some steady income (not as much as it could have been). I have exceeded my annual goal already, and it's only November! I'm happy, the rest is basically gravy at this point in time, but the aim would be to hit $1,300K by December 31, 2013. That should be doable given that I'm going to be working lots and hopefully investments don't slide. I'm going to try to work my way to ensure that I'm fully invested, as I still have a lot of personal cash that could probably be put to way better use. Traveled a lot over the last couple of months and still managed to come out ahead! The power of passive investing!

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