SmartBoy's Net Worth for April 2018


Assets Value Change ($) Change (%)
Cash $34,057 ($10,238) (23.11%)
Stocks $1,412,061 $24,748 1.78%
Bonds $68,227 $12,999 23.54%
Annuities $83,992 - -
Retirement $349,069 ($1,467) (0.42%)
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $83,849 ($1,364) (1.60%)
$2,684,755 $24,678 0.93%
 
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 $2,684,755 $24,678 0.93%
*All values shown in CAD ($)
Notes:
As of April 29, 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 finally picking up and income also picking up. Will have to cover a large tax bill at the end of this month so numbers will take a hit for next month. But at least making a bit of positive progress, which is reassuring.

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