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tripleoptician's
Net Worth for April 2021
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Assets
Value
Change ($)
Change (%)
Cash
$24,500
$7,000
40.00%
Stocks
$4,356,000
$225,000
5.45%
Bonds
$0
-
-
Annuities
$0
-
-
Other Real Estate
$60,000
($535,000)
(89.92%)
Retirement
$673,000
$24,000
3.70%
Home
$1,600,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$920,000
-
-
Total Assets
$7,633,500
($279,000)
(3.53%)
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$746,000
($9,000)
(1.19%)
Other Debts
$727,000
($409,000)
(36.00%)
Other Mortgage(s)
$0
($324,000)
-
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$1,473,000
($742,000)
(33.50%)
Net Worth
$6,160,500
$463,000
8.13%
*
All values shown in CAD ($)
Notes:
Mtd 11%/ YTD 18.4%
USD stable 1.25 CAD
Excellent stock returns
Real Estate Property sold - proceeds went to further debt reduction
Preparing for Large Life Insurance policy
Will have significant taxes come next tax year off capital gains sales
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