SmartBoy's Net Worth for October 2021


Assets Value Change ($) Change (%)
Cash $41,331 ($27,589) (40.03%)
Stocks $2,377,279 $100,079 4.39%
Bonds $240,983 $46,330 23.80%
Annuities $107,990 - -
Retirement $611,593 $49,778 8.86%
Home $610,000 - -
Other Real Estate $0 - -
Cars $100,000 - -
Personal Property $76,000 - -
Other Assets $340,806 $33,451 10.88%
$4,505,982 $202,049 4.69%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $33,142 ($2,549) (7.14%)
Other Debts $0 - -
Total Debts $33,142 ($2,549) (7.14%)
Net Worth $4,472,840 $204,598 4.79%
*All values shown in CAD ($)
Notes:
As of October 30, 2021. Big rebound in markets, pulled a couple of months of income as well. Net worth increase so far in the calendar year 2021 is ~$893K. Depending on how markets do, could reach $1 million increase by December 31.

Have a lot of corporate cash that needs to be invested into the markets going forward. Natural resources / oil is rebounding significantly, which has helped my portfolio significantly. I might consider moving out of some of these positions before they crash again.

Comments