SmartBoy's Net Worth for September 2016


Assets Value Change ($) Change (%)
Cash $27,018 $6,705 33.01%
Stocks $1,100,892 $6,542 0.60%
Bonds $48,172 $3,936 8.90%
Annuities $49,995 $1,999 4.16%
Retirement $285,315 $6,779 2.43%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $2,500 - -
Other Assets $50,652 $2,526 5.25%
$2,194,544 $28,487 1.32%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $0 - -
Net Worth $2,194,544 $28,487 1.32%
*All values shown in CAD ($)
Notes:
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.

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