As of February 28, 2015. "Cash" = personal cash. "Stocks" = all non-registered equity investments, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs). "Bonds" = corporate cash (only actual cash, does not include any money in brokerage accounts). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = all registered investments. "Other Assets" = TFSA account.
First off, I skipped January's entry, which marks the first time in several years that I actually missed a month. I was away on vacation and just never quite got around to it. In any case, it looks as though there has been a good start to the year, with nearly a $70K gain so far through the first two months of the year. I wish that I had purchased more stock when things depressed considerably, but hindsight is 20-20. Otherwise the stock portfolio is well over $1000K, and net worth has now exceed $1800K. Hopefully I can make it to $2000K by the end of this year. |