SmartBoy's Net Worth for May 2014


Assets Value Change ($) Change (%)
Cash $123,977 $14,240 12.98%
Stocks $779,079 $20,561 2.71%
Bonds $61,494 $7,354 13.58%
Annuities $0 - -
Retirement $205,044 $2,285 1.13%
Home $322,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $34,158 $16 0.05%
$1,548,252 $44,456 2.96%
 
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 $1,518,252 $44,456 3.02%
*All values shown in CAD ($)
Notes:
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.

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