tripleoptician's Net Worth for February 2019


Assets Value Change ($) Change (%)
Cash $48,500 $12,500 34.72%
Stocks $2,404,000 $179,000 8.04%
Bonds $0 - -
Annuities $0 - -
Other Real Estate $0 ($1,600,000) -
Retirement $393,000 $39,000 11.02%
Home $1,600,000 $1,600,000 -
Cars $0 - -
Personal Property $0 - -
Other Assets $146,000 - -
$4,591,500 $230,500 5.29%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,088,000 ($1,000) (0.09%)
Other Debts $225,000 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $1,313,000 ($1,000) (0.08%)
Net Worth $3,278,500 $231,500 7.60%
*All values shown in CAD ($)
Notes:
$365K leverage in IBKR (total equity $2.769 mllion)USD 1.315Big surge in CSU positionLooking to balance insurance exposure with reduced FFH and add V/MA and SPGI/MCO as core holdings

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