tripleoptician's Net Worth for December 2021


Assets Value Change ($) Change (%)
Cash $500 ($9,500) (95.00%)
Stocks $3,713,000 ($22,000) (0.59%)
Bonds $0 - -
Annuities $571,000 $41,000 7.74%
Other Real Estate $60,000 - -
Retirement $768,000 $40,500 5.57%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $920,000 - -
$7,632,500 $50,000 0.66%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $563,000 ($9,000) (1.57%)
Other Debts $594,000 ($14,000) (2.30%)
Other Mortgage(s) $184,000 $1,000 0.55%
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $1,341,000 ($22,000) (1.61%)
Net Worth $6,291,500 $72,000 1.16%
*All values shown in CAD ($)
Notes:
2021 return 14% after being 25% most of year (Sea/Roku is major reason for decline at end of year)
Insurance portfolio up 12% in 6 months
Usd 1.265

Goal this year is absolute pay down of primary mortgage
Invest in some crypto as a call option on a new asset class
Continue investment in our home
Re-appraise home and build HELOC available room

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