As of August 30, 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). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = all registered investments. "Other Assets" = TFSA account (Considered an "emergency fund" which holds only fixed-income assets). "Other Debts" = Interest-Free Loan.
Only a very modest gain this month, partially due to the need to make a $17,500 tax instalment payment and also partially because of a much needed 6-day trip to New York City. Steady growth on the equity side. I will be working more steadily in the next month so salary income should help to bump numbers and get me above the $1.7 million mark in the next couple of months. |