Sunday, September 17, 2017

Thrifty Salaryman - Mid-Sep Net Worth Update

The past few months has been busy but I finally got some time to write an update for this blog. A few thing happened from June until now: I opened a TD e-Series RSP account to take advantage of the low MER, invested into some e-Series index fund, and combined my Questrade investment account with TD Direct Investing.

My current net worth is now $44,489.54, an increase of 18% from my June update. The market has been very volatile this past few months and impact some of my investment negatively.

Cash $7,746.13:
$2,878.69 - TD Chequing
$109.59 ($89.86 USD) - TD USD Chequing
$3,198.29 - RBC Chequing
$1,431.55 ($1173.79 USD) - Bank of America USD Chequing
$128.01 - Cash - TD Direct Investing TFSA
$422.32 - PC Financial Saving

Investment $38,910.60:
$23,259.64 - Equity (Corporate Stock) - TD Direct Investing TFSA
$4,438.94 - Canadian Index Fund - RBC TFSA Mutual Fund Account - MER 0.72%
$8,886.13 - Canadian Bond Fund - TD e-Series RSP Mutual Fund Account - MER 0.50%
$1536.85 - US Equity Index Fund - Employer Pension Plan - MER 0.15%
$789.04 - Canada Equity Index Fund - Employer RRSP - MER 0.15%

Liability:

$2,589.51 - Credit Card Balance (Still within grace period)

x

No comments:

Post a Comment