SmartBoy's Net Worth for March 2017


Assets Value Change ($) Change (%)
Cash $35,735 $15,432 76.01%
Stocks $1,271,648 $61,014 5.04%
Bonds $59,454 ($23,819) (28.60%)
Annuities $59,994 $3,999 7.14%
Retirement $312,748 $11,347 3.76%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $59,722 $4,185 7.54%
$2,452,801 $72,158 3.03%
 
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 $2,452,801 $72,158 3.03%
*All values shown in CAD ($)
Notes:
As of April 1, 2017. "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.

Did not even realize that I missed last month's entry. Everything seems to be moving in the right direction, despite some bumps in the market. I have a significant amount of excess cash which I will need to handle over the next little while. Work has been steady as well and have some extra income coming in from different initiatives.

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