rosebuddy's Net Worth for December 2017


Assets Value Change ($) Change (%)
Cash $58,763 $5,059 9.42%
Stocks $594,081 $125,444 26.77%
Bonds $154,406 $31,000 25.12%
Annuities $0 - -
Retirement $104,786 $6,007 6.08%
Home $638,000 - -
Other Real Estate $250,000 - -
Cars $33,000 ($1,000) (2.94%)
Personal Property $0 - -
Other Assets $30,400 $2,400 8.57%
$1,863,436 $168,910 9.97%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $464,440 ($4,000) (0.85%)
Other Mortgage(s) $227,500 ($2,000) (0.87%)
Student Loans $0 - -
Credit Cards $11,700 $4,411 60.52%
Car Loans $34,400 ($3,200) (8.51%)
Other Debts $167,178 $55,523 49.73%
Total Debts $905,218 $50,734 5.94%
Net Worth $958,218 $118,176 14.07%
*All values shown in CAD ($)
Notes:
Stocks near highs purchase a lot more this month to maximize amount for grandfathering related to tax changes - used shareholder loan accounting for increase in debts LOC

Comments