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tripleoptician's
Net Worth for August 2023
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Assets
Value
Change ($)
Change (%)
Cash
$11,000
$3,000
37.50%
Stocks
$2,130,000
$30,000
1.43%
Bonds
$1,050,000
-
-
Annuities
$1,420,000
($4,000)
(0.28%)
Other Real Estate
$525,000
-
-
Retirement
$837,000
($7,500)
(0.89%)
Home
$2,100,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$840,000
-
-
Total Assets
$8,913,000
$21,500
0.24%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$17,000
-
-
Other Debts
$918,000
$2,000
0.22%
Other Mortgage(s)
$1,467,000
($47,000)
(3.10%)
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$2,402,000
($45,000)
(1.84%)
Net Worth
$6,511,000
$66,500
1.03%
*
All values shown in CAD ($)
Notes:
-1% mtd / 66% ytd
Next month heavy tax hit
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