As of December 8, 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.
I brought in a relatively small amount of income this month and stocks dipped a bit (financials specifically) which took a chunk out of the final amount for the month, but still decent progress this month overall. A significant amount of personal expenses as well from travelling and having to pay a $10K amount back to the government (which will be disputed and rectified) did not help either. |