The markets are not ending the month on a high note I must say. I am feeling the pinch in some accounts but in general, June was a positive month. A couple of noteworthy increases are due to my bonus and a company matching contribution to my RRSP. It`s a good month to receive the extra money since it lines up with my car insurance and property taxes.
Net Worth By Month
-
Change
June 2010
May 2010
April 2010
Savings:
91.89%
$9,800
$5,107
$3,830
Investing:
-10.58%
$14,741
$16,485
$20,460
RESP:
-0.19%
$20,222
$20,260
$20,734
RRSP:
5.82%
$113,671
$107,424
$106,860
TFSA:
-2.27%
$12,508
$12,799
$10,046
Property:
0.00%
$650,000
$650,000
$650,000
Mortgage:
0.77%
-$310,763
-$313,187
-$316,409
Car Loans:
1.10%
-$46,221
-$46,733
-$47,424
Reno LOC:
13.53%
-$41,438
-$47,921
-$42,777
Net Worth:
4.52%
$422,521
$404,234
$405,320
I have added another graph comparing my investments by account only. This graph represents what my retirement is based on.
Investments By Month.
Have a nice day!
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I take it the Reno LOC is some kind of loan. What is the rate on it? I'm just curious because it might make sense to pay it off. Throughout my career I made it a habit of saving my bonus checks and it was one of the best things I ever did. My family's life style was adjusted to my salary so my bonus was extra. I worked with people, of course, who had their bonus spent before they even got it!
@ DIY Investor The Reno LOC is at prime + .5%. I got a plan to pay it off and it should be done by the end of the year. I don't accounts for company stock options and RSU in my net worth because I don't want to create a false positive. I have a post I am writing that will explain the story behind the Reno LOC. I am not the type to carry loans without a plan.
All content posted on this blog represents my opinion and views and should never be considered professional advice. You should do your own research and consult with a professional financial advisor before making any investment decisions.
June 30th, 2010 | 
Category: 
Great stuff, you're up over $15K in two months? Geez! Cheers!
June is the bonus season. It gives me a bit of a bump.
I take it the Reno LOC is some kind of loan. What is the rate on it? I'm just curious because it might make sense to pay it off.
Throughout my career I made it a habit of saving my bonus checks and it was one of the best things I ever did. My family's life style was adjusted to my salary so my bonus was extra. I worked with people, of course, who had their bonus spent before they even got it!
That's a sweet bonus! You gotta love June!
Cheers,
Andrew
@ DIY Investor
The Reno LOC is at prime + .5%. I got a plan to pay it off and it should be done by the end of the year. I don't accounts for company stock options and RSU in my net worth because I don't want to create a false positive. I have a post I am writing that will explain the story behind the Reno LOC. I am not the type to carry loans without a plan.