Wednesday, October 19, 2011

Net Worth Update: October 15, 2011

So, this month, I did sell (*gasp*) some of my investments that had become overpriced. I then bought them back a few days later, after they dropped again, all without missing a dividend. Ha.

My goal progress increased by about .45%  (from .739% to .784% of my goal of $1,000,000 dollars net worth).


(This post summarized my current net worth in an easy to read table - It's a snapshot, so as unforeseen expenses or windfalls accrue in the month, this will become less relevant.)


Net Assets Sept-30-11 Oct-15-11 Change %
Emergency Fund
$ 1,000.00 $ 1,000.00
$ -
0.00%
Taxable Accounts
$ -
$ - $ -
0.00%
Taxable Brokerage $ - $ - $
0.00%
TFSA Brokerage (Book) 6872.44 $ 7277.36 $ 404.92  6%
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 8437.44 $ 8842.36 $ 404.92  5%
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)
$ 7392.44 $ 7842.36 $ 409.92 .784% 
(Total)
Net Worth 8392.44 $ 8842.36 $ 409.92  5%


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

No comments:

Post a Comment