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tripleoptician's
Net Worth for March 2022
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Assets
Value
Change ($)
Change (%)
Cash
$0
($9,000)
-
Stocks
$3,137,000
($39,000)
(1.23%)
Bonds
$343,000
$343,000
-
Annuities
$826,000
$20,000
2.48%
Other Real Estate
$60,000
-
-
Retirement
$685,000
($14,000)
(2.00%)
Home
$1,600,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$920,000
-
-
Total Assets
$7,571,000
$301,000
4.14%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$537,000
($9,000)
(1.65%)
Other Debts
$846,000
$251,000
42.18%
Other Mortgage(s)
$537,000
$10,000
1.90%
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$1,920,000
$252,000
15.11%
Net Worth
$5,651,000
$49,000
0.87%
*
All values shown in CAD ($)
Notes:
USD 1.25
-1.4 mtd/-18.7 ytd
Large tax payment $70K
Changing accounting of insurance collateral loan - corp asset under bonds
Non registered equity position on annuities
Margin debt within corp + non-reg added together
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