As of November 27, 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.
The numbers this month are artificially low since I dropped $35,000 in corporate tax payments this month. Otherwise I would have had another month where I was over $40,000 in additional net worth. Markets have remained surprisingly robust and some of my picks this year like TransCanada Pipelines and Manulife Financial have done very well, yielding over 40% increases to date. Buying in a crisis situation for what otherwise would be considered blue-chip stocks seems to be a very solid way to invest large chunks of money.
I may or may not get to $2,300,000 before the end of the year, but seeing as how the net worth has increased by over $340K since the beginning of the year, it's been a solid year all around for the finances despite taking three months off for paternity leave and having our first son. |