tripleoptician's Net Worth for March 2023


Assets Value Change ($) Change (%)
Cash $25,000 $16,000 177.78%
Stocks $2,580,000 $174,000 7.23%
Bonds $700,000 - -
Annuities $1,082,000 $14,000 1.31%
Other Real Estate $60,000 - -
Retirement $805,000 $60,000 8.05%
Home $2,100,000 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $840,000 - -
$8,192,000 $264,000 3.33%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $18,500 ($500) (2.63%)
Other Debts $1,106,000 $10,000 0.91%
Other Mortgage(s) $1,264,000 ($61,000) (4.60%)
Student Loans $0 - -
Car Loans $0 - -
Credit Cards $0 - -
Total Debts $2,388,500 ($51,500) (2.11%)
Net Worth $5,803,500 $315,500 5.75%
*All values shown in CAD ($)
Notes:
Mtd 11% ytd 35%
Sold some stock
3 month to prepare $350K insurance deposit

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