Tuesday, July 17, 2007

net worth update july, 2007

Results for the two months ended July 15, 2007.

  • Debt/Asset Ratio moved down from 0.60 to 0.58

  • Net worth up 8.4%

  • Total Assets up 4.0%

  • Total Liabilities moved up 1.1%

  • House Value / Total Assets moved down from 77% to 75%

  • Non registered portfolio moved up 19.2%

Good progress. Some more debt was taken on due to our large patio project. After some thought and a little research, I adjusted our house value by a conservative $5,000 due to the addition which ended up costing around $4,000.


Middle Class Millionaire said...

Wow what caused the large increase in your non reg portfolio? a contribution? or share price appreciation? 19% is a pretty sweet return for 2 months.

moneygardener (AKA investor99) said...


A few large contributions together with some share price growth and dividend payments caused the significant rise.

Middle Class Millionaire said...

well I'm impressed...especially with the rapid rise of the CDN dollar and about 50% of your portfolio in US stocks.

moneygardener (AKA investor99) said...

certainly nothing to be impressed about....the main impact was from money inflows from savings.