SmartBoy's Net Worth for October 2015


Assets Value Change ($) Change (%)
Cash $13,021 ($5,934) (31.31%)
Stocks $968,132 $6,619 0.69%
Bonds $69,617 $26,934 63.10%
Annuities $29,997 - -
Retirement $239,838 $2,643 1.11%
Home $942,500 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $30,330 ($2,684) (8.13%)
$2,315,935 $27,578 1.21%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $418,972 ($1,096) (0.26%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $418,972 ($1,096) (0.26%)
Net Worth $1,896,963 $28,674 1.53%
*All values shown in CAD ($)
Notes:
As of October 31, 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.

Starting to move in the right direction again, some stocks have crashed out but income has been steady. Need to move some money into the line of credit to bring the mortgage piece down as quickly as possible. No other exciting updates this month. Glad that I am doing this regularly again.

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