SmartBoy's Net Worth for April 2014


Assets Value Change ($) Change (%)
Cash $109,737 $12,272 12.59%
Stocks $758,518 $72,437 10.56%
Bonds $54,140 ($39,499) (42.18%)
Annuities $0 - -
Retirement $202,759 $2,478 1.24%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $34,142 $1,083 3.28%
$1,503,796 $48,771 3.35%
 
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 $1,473,796 $48,771 3.42%
*All values shown in CAD ($)
Notes:
As of April 27, 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.

No significant points to consider here - stocks are slowly creeping upwards, I have put some more cash to use in blue-chip dividend payers, so the investment portfolio is nearly at $1,000,000 at this point in time. No strategic changes, will continue to move forward with the current plan.

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