As of June 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.
Made a bit more progress, markets seemed to continue to remain somewhat stable and income came in from the last month to lead to the biggest month-to-month increase so far in 2018. Income will slow a bit when I take parental leave so the net worth target of $3,000,000 probably won't happen this year, unfortunately. Will continue to work hard through the summer to bring in the revenue. |