tripleoptician's Net Worth for June 2022


Assets Value Change ($) Change (%)
Cash $10,000 ($91,500) (90.15%)
Stocks $2,253,000 ($450,000) (16.65%)
Bonds $686,000 $343,000 100.00%
Annuities $945,000 $138,000 17.10%
Other Real Estate $60,000 - -
Retirement $665,000 ($69,000) (9.40%)
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $920,000 - -
$7,139,000 ($129,500) (1.78%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $506,000 ($14,000) (2.69%)
Other Debts $1,483,000 $175,000 13.38%
Other Mortgage(s) $592,000 $52,000 9.63%
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,581,000 $213,000 8.99%
Net Worth $4,558,000 ($342,500) (6.99%)
*All values shown in CAD ($)
Notes:
Usd 1.29
Portfolio -42% ytd
Insurance transaction processed
Holding stocks and prepping for mortgage pay down in full and then tax deductible debt pay down with time

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