tripleoptician's Net Worth for September 2020


Assets Value Change ($) Change (%)
Cash $50,000 $34,000 212.50%
Stocks $3,718,000 ($82,000) (2.16%)
Bonds $0 - -
Annuities $0 - -
Other Real Estate $575,000 - -
Retirement $520,000 ($10,000) (1.89%)
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $653,000 $93,000 16.61%
$7,116,000 $35,000 0.49%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $905,000 ($3,000) (0.33%)
Other Debts $1,064,000 $102,000 10.60%
Other Mortgage(s) $415,000 ($1,000) (0.24%)
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,384,000 $98,000 4.29%
Net Worth $4,732,000 ($63,000) (1.31%)
*All values shown in CAD ($)
Notes:
Ytd 15.52% TWR/ 25% MWR - Sept -0.94%
usd stable 1.34

New VC investment $70K USD - taken via leverage
Exploring new Insurance and/or Corporate Pension Plan

Upcoming big expenses leading to increased cash pile

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