Tuesday, August 23, 2011

Earning Jack: Investment Snapshot

Welcome to my new net worth charting and 'wealth' allocation system (TM).

The general idea is that I show you where-abouts my money is, so you can have some idea how I live. This in turn, may give you some ideas about your own personal finances.

I may end up changing the format and style of the snapshot as time goes on, but this will at least give you a decent idea of my allocations at the end of the month..

(This chart is a modified version of Brien's 'Net Worth' chart from www.2millionblog.com. It is used with permission.)
Net Worth


Net Assets July-11 Aug-11 Change %
Emergency Fund
$ 1,000.00 $ 1,000.00
$ -
0.00%
Taxable Accounts
$ 1,000
$ 1,500.00 $ 500.00
50.00%
Taxable Brokerage $ - $ 665.94 $ 665.94
665.94%
TFSA Accounts
$ - $ - $ - 0.00%
RRSP Accounts $ 565.00
$ 565.00 $ - 0.00%
Stock Options $ - $ - $ - 0.00%
ESPP $ - $ - $ - 0.00%
House $ - $ - $ - 0.00%
Receivable (Payable) $ - $ - $ - 0.00%
Other Assets $ - $ - $ - 0.00%
Total Assets $ 2,565.00 $ 3730.94 $ 1165.94 45.4%
Liabilities











Credit Cards
$ - $ - $ - 0.00%
Mortgage $ - $ - $ - 0.00%
Tax Liabilities $ - $ - $ - 0.00%
Other Liabilities $ - $ - $ - 0.00%
Total Liabilities $ - $ - $ - 0.00%
Goal Progress ($1,000,000 CAD)
(Investments + House - Liabilities)
$ 1,565.00
$ 2,730.94 $ 1165.94
0.27% 
(Total)
Net Worth $ 2565.00 $ 3730.94 $ 1165.94 45.4%

So, as you can see, I haven't got alot (which explains the blog title).

My goal is $1,000,000 by retirement. I haven't decided when I will retire, but as soon as possible is the primary goal.

Every month end, including the end of August, I will be updating this chart, and posting it, to show you how I'm fairing.

What do you think?

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