As of November 30, 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.
Continued moves upwards in stocks have driven ongoing growth, particular the bank and resource stocks, amazingly. Otherwise steady income, and added the annuity piece since I had neglected to include that amount on previous monthly calculations. Amazingly, nearly $2.7 million in net worth so far, despite all of the expenses of family, etc. |