SmartBoy's Net Worth for February 2014


Assets Value Change ($) Change (%)
Cash $101,001 $11,494 12.84%
Stocks $682,414 $68,291 11.12%
Bonds $68,885 ($18,400) (21.08%)
Annuities $0 - -
Retirement $200,339 $6,024 3.10%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $34,281 $40 0.12%
$1,431,420 $67,449 4.95%
 
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 $1,401,420 $67,449 5.06%
*All values shown in CAD ($)
Notes:
As of March 9, 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.

Nothing too exciting to report here - steady progress made, I am pleased overall with numbers, and have already put significant dent into hitting the end target for 2014! Good month for equities made a big difference. Working on getting my assets into the market.

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