tripleoptician's Net Worth for July 2022


Assets Value Change ($) Change (%)
Cash $0 ($10,000) -
Stocks $2,397,000 $144,000 6.39%
Bonds $686,000 - -
Annuities $1,032,000 $87,000 9.21%
Other Real Estate $60,000 - -
Retirement $698,000 $33,000 4.96%
Home $1,600,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $920,000 - -
$7,393,000 $254,000 3.56%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $498,000 ($8,000) (1.58%)
Other Debts $1,489,000 $6,000 0.40%
Other Mortgage(s) $595,000 $3,000 0.51%
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,582,000 $1,000 0.04%
Net Worth $4,811,000 $253,000 5.55%
*All values shown in CAD ($)
Notes:
Mtd 8.75% ytd -36%
USD 1.285

$5-10K stock purchases/month with most going to debt pay down now

Comments