SmartBoy's Net Worth for March 2018


Assets Value Change ($) Change (%)
Cash $44,295 $20,319 84.75%
Stocks $1,387,313 ($26,970) (1.91%)
Bonds $55,228 $1,776 3.32%
Annuities $83,992 - -
Retirement $350,536 ($2,438) (0.69%)
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $85,213 $244 0.29%
$2,660,077 ($7,069) (0.27%)
 
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 $2,660,077 ($7,069) (0.27%)
*All values shown in CAD ($)
Notes:
As of April 1, 2018. "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.

Markets continue to slump, so despite having reasonable income coming in, we hit another net loss for the month. New contract kicks in April 1, so hopefully that will help with income.

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