As of September 24, 2016. "Cash" = personal cash, including partner's account to which I am contributing and responsible for. "Stocks" = all non-registered equity investments, RESP savings, combined personal and corporate holdings (Canadian/US/International Index Funds & ETFs), but also including RESP holdings for Kevin. "Bonds" = corporate cash (only actual cash, does not include any money in brokerage accounts). "Annuities" = Whole life policy, invested in corporate name. "Retirement" = investments in RRSP accounts only. "Other Assets" = investments in TFSA accounts only.
Decent ongoing progress, even as I absorb the last of my parental leave. I am up to a net worth gain so far this year of $284.5K, which is far beyond what I expected. Investments have continued to perform reasonably well, which has made a colossal difference. I am back to work full-time now, so there should hopefully continue to be steady upticks for the remainder of the year. $300K increase in net worth would be a great achievement. |