Assets 2018Q3 2018Q2 Change % Change RE 1- Home 3,030,000 3,030,000 0 0.0% RE 2 852,450 852,450 0 0.0% RE 3- Office 448000 448000 0 0.0% Corporate Accounts 3889848 3757713 132135 3.5% RRSP 523849 520305 3544 0.7% TFSA 120758 120101 657 0.5% Personal Accounts 316079 306177 9902 3.2% Commodities 41404 44289 -2885 -6.5% Networth 9,222,388 9,079,035 143,353 1.6% Asset Allocation % AUM % Equities 11.7 Fixed Income/ Cash 79.1 RE 3- Office 8.4 Commodities 0.8 100.0 Investable AUM 5,339,938 Investable AUM Ticker Portfolio % Totals…Continue Reading “2018Q3 Update”

This series will be very boring. I believe investing can be simple and boring. I could pontificate on and on about stocks, bonds, real estate, commodities. But I would rather show what I am doing instead. Furthermore for those who are faint of heart, you can watch me gain or bomb on my investments. No smoke and mirrors will exist here. This series will also serve to keep me on track and I can review my own performance along the way. It will form a…Continue Reading “2018Q3 Investments”

Assets 2018Q2 2018Q1 Change % Change Notes RE 1- Home 3,030,000 3,030,000 0 0.0% 1 RE 2 852,450 852,450 0 0.0% 1 RE 3- Office 448000 448000 0 0.0% 1 Corporate Accounts 3757713 3653578 104135 2.9% 2 RRSP 520305 516799 3506 0.7% TFSA 120101 120101 0 0.0% Personal Accounts 306177 233156 73021 31.3% 3 Commodities 44289 45800 -1511 -3.3% Networth 9,079,035 8,899,884 179,151 2.0% Asset Allocation % Networth % AUM % Notes Equities 3.7 6.5 4 Fixed Income/ Cash 48.1 84.1 5 RE 47.7 8.6…Continue Reading “2018Q2 Update”

Assets 2018Q1 2017Q4 Change % Change Notes RE 1- Home 3,030,000 3,137,000 -107,000 -3.4% 1 RE 2 852,450 853,550 -1,100 -0.1% 1 RE 3- Office 448,000 423,000 25,000 5.9% 2 Corporate Acct 3,653,578 3,501,899 151,679, 4.3% RRSP 516,799 515,536 1263 0.2% TFSA 120,101 109,101 11000 10.1% Personal Acct 233,156 232,069 1087 0.5% Commodities 45,800 44,170 1630 3.7% Networth 8,899,884 8,816,325 83,559 0.9% Asset Allocation % Networth % AUM % Notes Equities 3.4 6.0 3 Fixed income/ Cash 47.8 84.3 4 RE 48.3 8.8 5 Commodities…Continue Reading “2018Q1 Update”

2017 Living Expenses Category 2017 % of Total Notes Property Tax 9707 Home Insurance 1791 Electricity 699 Heat 1070 Home- Total 13267 28.1 House paid off Auto Insurance 1843 Fuel/ Bus 2423 Maintenance 576 Parking 296 Auto- Total 5138 10.9 Car paid off Food & Entertainment 13143 27.8 This is embarrassingly large but it is highly enjoyed. Clothes 2907 Haircuts 360 Gifts 3000 Kids’ Activities 1382 Health & Dental 3400 Pet 1828 Cellular 1747 Internet 1075 Total 47247 66.8% For the big three These were…Continue Reading “2017 Expense Report”