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tripleoptician's
Net Worth for April 2019
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Assets
Value
Change ($)
Change (%)
Cash
$65,000
$3,000
4.84%
Stocks
$2,550,000
$160,000
6.69%
Bonds
$0
-
-
Annuities
$0
-
-
Other Real Estate
$0
-
-
Retirement
$427,000
$28,500
7.15%
Home
$1,600,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$206,000
-
-
Total Assets
$4,848,000
$191,500
4.11%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$1,081,000
($3,000)
(0.28%)
Other Debts
$225,000
-
-
Other Mortgage(s)
$0
-
-
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$1,306,000
($3,000)
(0.23%)
Net Worth
$3,542,000
$194,500
5.81%
*
All values shown in CAD ($)
Notes:
$325K leverage in IBKR (total equity $2.875 mllion. USD static at 1.345. Steady growth Stable holdings. Have new conditional acceptance on rental property - goal $115K down and $420K borrow
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