As of September 28, 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.
Ouch, markets took a big tumble this past week, so ended up losing some gains from previous, but such is life when you have a lot invested, and the downturn is an excellent opportunity to pick up some more assets. Otherwise no unexpected surprises, I will be paying off the $30,000 interest-free loan this month so that will be off the books as well for the next month. Hopefully markets stabilize, but I'm not bothered with one-off downturns. |