tripleoptician's Net Worth for July 2019


Assets Value Change ($) Change (%)
Cash $77,000 $35,000 83.33%
Stocks $2,250,000 ($85,000) (3.64%)
Bonds $0 - -
Annuities $0 - -
Other Real Estate $535,000 - -
Retirement $446,000 $17,000 3.96%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $372,000 - -
$5,280,000 ($33,000) (0.62%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $1,071,000 ($5,000) (0.46%)
Other Debts $125,000 ($100,000) (44.44%)
Other Mortgage(s) $428,000 - -
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $1,624,000 ($105,000) (6.07%)
Net Worth $3,656,000 $72,000 2.01%
*All values shown in CAD ($)
Notes:
-ve $560K leverage in IBKR. USD Stable 1.31. Market gains in most equity holdings. Closed on rental property - $115K down and $428K borrow at 3.25% fixed
Preparing to pay down LOC fully with margin debt and make $42K in tax payment

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