As of March 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.
Markets were reasonably flat this month, hence the modest increases in net worth, in addition to the fact that February's numbers were inflated given that I reported them a few days late. Progress has been reasonable to date for the year, I did purchase a couple of new assets which I intend to hold on a long-term basis as well, although the amount of cash I have sitting around remains high. |