As of June 3, 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.
Steady progress on all fronts, and the $1.5 million mark has been eclipsed. I am trying to make an effort to utilize more of my cash holdings in solid blue-chip payers that I can hold for long periods of time. Income was sporadic throughout May given travel and conferences. I have done well so far this year at the midway point, and I am over 70% to my annual goal already. |