tripleoptician's Net Worth for April 2020


Assets Value Change ($) Change (%)
Cash $33,000 $9,000 37.50%
Stocks $3,014,000 $379,000 14.38%
Bonds $0 ($700,000) -
Annuities $0 - -
Other Real Estate $555,000 - -
Retirement $461,000 $35,000 8.22%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $430,000 $17,000 4.12%
$6,093,000 ($260,000) (4.09%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $922,000 ($3,000) (0.32%)
Other Debts $810,000 ($673,000) (45.38%)
Other Mortgage(s) $420,000 ($1,000) (0.24%)
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,152,000 ($677,000) (23.93%)
Net Worth $3,941,000 $417,000 11.83%
*All values shown in CAD ($)
Notes:
Coronovirus month - YTD now -12.8%
Reduced mortgage and reduced margin debt
Margin cost down to 1.1% in IBKR and 2.2% in LOC's
Excess liquidity around $700K in IBKR
still have non-margin dry powder

Initial deposit on new investment condo = $20K
USD up 1.4 to 1.39

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