SmartBoy's Net Worth for January 2014


Assets Value Change ($) Change (%)
Cash $89,507 ($23,640) (20.89%)
Stocks $614,123 ($13) (0.00%)
Bonds $87,285 $17,988 25.96%
Annuities $0 - -
Retirement $194,315 $24,602 14.50%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $34,241 $5,732 20.11%
$1,363,971 $24,669 1.84%
 
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 $1,333,971 $24,669 1.88%
*All values shown in CAD ($)
Notes:
As of January 29, 2014. "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 blah month - I made the usual income, though not as much as typical given that I was not officially "working" during two of the weeks during the month, and in addition stock markets were obviously flat. I have moved the usual maximum amounts into the RRSP and TFSA. Nothing new or exciting to report - I am waiting for opportunities to get into the market.

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