SmartBoy's Net Worth for April 2017


Assets Value Change ($) Change (%)
Cash $24,569 ($11,166) (31.25%)
Stocks $1,285,592 $13,944 1.10%
Bonds $51,577 ($7,877) (13.25%)
Annuities $59,994 - -
Retirement $328,445 $15,697 5.02%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $61,953 $2,231 3.74%
$2,465,630 $12,829 0.52%
 
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 $2,465,630 $12,829 0.52%
*All values shown in CAD ($)
Notes:
As of April 29, 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.

Just realized that I forgot to invoice for this month's work, doh. Additionally, just came back from a big two-week European trip where we spent a lot of money as well, double doh. Despite all that, still made progress on the net worth front! Wanting to finish off maxing out my RRSP, only have around $7,000 left to maximum it and then can start working on my partner's TFSA. Stocks seemed to bounce around a lot - some stuff went down, other stuff went up, net gain was not significant.

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