tripleoptician's Net Worth for August 2021


Assets Value Change ($) Change (%)
Cash $7,000 ($1,500) (17.65%)
Stocks $4,120,000 ($96,000) (2.28%)
Bonds $0 - -
Annuities $369,000 $19,000 5.43%
Other Real Estate $60,000 - -
Retirement $720,000 $28,000 4.05%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $920,000 - -
$7,796,000 ($50,500) (0.64%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $709,000 ($12,000) (1.66%)
Other Debts $543,000 ($127,000) (18.96%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $1,252,000 ($139,000) (9.99%)
Net Worth $6,544,000 $88,500 1.37%
*All values shown in CAD ($)
Notes:
Mtd 4.06
Ytd 27.15
Usd 1.265
Will account for insurance linked non reg portfolio under annuities
Will do a yearly reconcile of debt vs insurance account value to establish associated debt = $0 currently

Pay down debt further - targeting $5million stock assets and will continue to eliminate margin debt any time growth over $5.1 million occurs

Target mortgage elimination Nov 2022

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