As of July 1, 2016. "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.
Paid annual property taxes, and Brexit vote caused the portfolio to take a pretty significant hit, but despite all of that we were still net positive. My partner is 38 weeks now, so we're about to celebrate an addition to the family, which is very exciting! Purchased some additional stocks including Enbridge and related income fund, as well as Manulife when it took a hit as a result of Brexit. All are solid dividend plays. Resource sector stocks like Potash and Crescent Point are still struggling mightily, however. Next month when I go on parental leave, income will slow down significantly. Such is life, time is money, and money buys time. There won't be any other time to be a father! |