SmartBoy's Net Worth for September 2018


Assets Value Change ($) Change (%)
Cash $65,263 ($409) (0.62%)
Stocks $1,481,161 ($23,513) (1.56%)
Bonds $96,673 ($11,762) (10.85%)
Annuities $95,991 - -
Retirement $380,541 ($4,951) (1.28%)
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $87,785 $627 0.72%
$2,860,914 ($40,008) (1.38%)
 
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 $2,860,914 ($40,008) (1.38%)
*All values shown in CAD ($)
Notes:
As of September 30, 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 dropped this month, so despite reasonable income coming in there was a pretty significant dip in net worth. Baby is coming in the next few days, so that will throw a significant crimp into plans given that I won't be working anywhere near as much.

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