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tripleoptician's
Net Worth for March 2024
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Assets
Value
Change ($)
Change (%)
Cash
$40,000
($2,000)
(4.76%)
Stocks
$2,017,000
$5,000
0.25%
Bonds
$1,050,000
-
-
Annuities
$1,784,000
$35,000
2.00%
Other Real Estate
$525,000
-
-
Retirement
$1,026,000
$26,000
2.60%
Home
$2,100,000
-
-
Cars
$0
-
-
Personal Property
$0
-
-
Other Assets
$840,000
-
-
Total Assets
$9,382,000
$64,000
0.69%
Debts
Value
Change ($)
Change (%)
Home Mortgage(s)
$14,000
($1,000)
(6.67%)
Other Debts
$180,000
-
-
Other Mortgage(s)
$1,519,000
($2,000)
(0.13%)
Student Loans
$0
-
-
Car Loans
$0
-
-
Credit Cards
$0
-
-
Total Debts
$1,713,000
($3,000)
(0.17%)
Net Worth
$7,669,000
$67,000
0.88%
*
All values shown in CAD ($)
Notes:
USD 1.35
Mtd 1.4/ ytd 26% between 2 main accounts
Large $65K tax bill
More debt repayment planned
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