tripleoptician's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $31,000 ($36,000) (53.73%)
Stocks $3,590,000 $245,000 7.32%
Bonds $0 - -
Annuities $0 - -
Other Real Estate $555,000 - -
Retirement $523,000 $31,000 6.30%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $560,000 $25,000 4.67%
$6,859,000 $265,000 4.02%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $912,000 ($4,000) (0.44%)
Other Debts $936,000 $26,000 2.86%
Other Mortgage(s) $417,000 ($1,000) (0.24%)
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,265,000 $21,000 0.94%
Net Worth $4,594,000 $244,000 5.61%
*All values shown in CAD ($)
Notes:
Ytd TWR 10.7% MWR 19.64%
$25K into VC investments
High expenditure month expected in Aug. for taxes/house reno
stocks rebound somewhat further
interest rates lower - current margin borrow at 1.1%

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