As of August 6, 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.
Portfolio bounced back some, particularly the financials, although everything else remained relatively stagnant with the price of oil creeping back to $40/barrel. Added $10K to the value of the house as we finally got around to completing our landscaping. Income will drop pretty significantly over the course of the next couple of months as we celebrated the birth of our baby boy Kevin on July 13, 2016; Dad is going to take at least a couple of months of paternity leave. Moving forward, the goal will be to maintain the positive momentum and hopefully reach the $2.2 million mark, which would be a great accomplishment with all of the life changes which have taken place this year so far. Practically speaking, this will depend on the portfolio more than anything else. |