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tripleoptician's
Net Worth for June 2023
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Assets
Value
Change ($)
Change (%)
Cash
$28,000
($94,000)
(77.05%)
Stocks
$2,328,000
($172,000)
(6.88%)
Bonds
$1,050,000
$350,000
50.00%
Annuities
$1,378,000
$255,000
22.71%
Other Real Estate
$60,000
-
-
Retirement
$835,000
$10,000
1.21%
Home
$2,100,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$840,000
-
-
Total Assets
$8,619,000
$349,000
4.22%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$17,000
($500)
(2.86%)
Other Debts
$886,000
$39,000
4.60%
Other Mortgage(s)
$1,513,000
$217,000
16.74%
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$2,416,000
$255,500
11.83%
Net Worth
$6,203,000
$93,500
1.53%
*
All values shown in CAD ($)
Notes:
USD 1.32
Corp 3.3/58% ytd
K 5/39% ytd
$350K insurance deposit complete
Getting ready for condo purchase via LOC (no mortgage yet)
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