SmartBoy's Net Worth for January 2019


Assets Value Change ($) Change (%)
Cash $55,207 ($3,209) (5.49%)
Stocks $1,404,402 $34,223 2.50%
Bonds $127,208 $77,628 156.57%
Annuities $101,990 $1,999 2.00%
Retirement $409,068 $57,042 16.20%
Home $610,000 - -
Other Real Estate $0 - -
Cars $6,000 - -
Personal Property $23,500 - -
Other Assets $99,914 $14,919 17.55%
$2,837,289 $182,602 6.88%
 
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 $2,837,289 $182,602 6.88%
*All values shown in CAD ($)
Notes:
As of January 27, 2019. Markets bounced back this month, so pretty large jump in net worth. Have some excess cash so looking to use that cash in the market although should have utilized it in December 2018 when stocks had taken a big tumble. Will finally begin contributing to partner's registered portfolio to create more tax-sheltered dollars for the family unit after having maxed out my personal registered accounts and RESPs for the two kids. WIth the significant bump in the market, already over 50% there to $3,000,000. We'll see what 2019 brings, but the overall investment philosophy of buying strong blue-chip stocks and holding / reinvesting dividends over time will not change, certainly not for now.

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