SmartBoy's Net Worth for July 2018


Assets Value Change ($) Change (%)
Cash $57,687 $5,235 9.98%
Stocks $1,482,228 $20,012 1.37%
Bonds $74,982 $8,802 13.30%
Annuities $93,991 $2,000 2.17%
Retirement $374,704 $6,995 1.90%
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $90,323 $2,381 2.71%
$2,827,415 $45,425 1.63%
 
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 $2,827,415 $45,425 1.63%
*All values shown in CAD ($)
Notes:
As of July 25, 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.

Decent progress once again this month, buoyed by solid income as well as decent market performance. Getting closer to the magic $3 million mark!

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