SmartBoy's Net Worth for October 2018


Assets Value Change ($) Change (%)
Cash $59,300 ($5,963) (9.14%)
Stocks $1,464,054 ($17,107) (1.15%)
Bonds $33,246 ($63,427) (65.61%)
Annuities $99,991 $4,000 4.17%
Retirement $367,660 ($12,881) (3.38%)
Home $610,000 - -
Other Real Estate $0 - -
Cars $20,000 - -
Personal Property $23,500 - -
Other Assets $86,877 ($908) (1.03%)
$2,764,628 ($96,286) (3.37%)
 
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 $2,764,628 ($96,286) (3.37%)
*All values shown in CAD ($)
Notes:
As of November 4, 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.

Big drop as, well... we had a new baby boy (James Edward Alexander), and at the same time markets continue to crump. Should be a good time to get back into the market with some cash in the near future. On parental leave as well as income isn't flowing in as it used to either.

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