Cold cash: $2,182.47
Stocks and Units investment portfolio $CAN
Others: $1,159.90
NBI Income Fund: $1,316.61
On date of October 11, 2024
Because life is all about money and a bunch of other things
Cold cash: $2,182.47
Stocks and Units investment portfolio $CAN
Others: $1,159.90
NBI Income Fund: $1,316.61
On date of October 11, 2024
Margin Account Debt: $4,778.82 at 7.75%
Annual Interest: $370.36
I am now in New Brunswick for the hunting season. I arrived a few days ago. If you follow me on Twitter/X, you’ll know that I spent one night in Rivière-du-Loup this past Friday. I enjoyed the hotel’s pool and did some shopping. Rivière-du-Loup is a really nice place. There are many charming small communities all along the St. Lawrence River, like Cacouna. This is what the St. Lawrence River looks like on the Cacouna side.
While being away on vacation, I noticed that the TSX closed again within the 24,000-point range, so I updated my investment portfolio this past weekend. That’s when I realized I had reached a net worth of $450,000 and even exceeded it. I closed the October 4 session with a net worth of $451,890.80. Today, the TSX closed at an impressive 24,302.26 points. I believe my net worth is currently around $453,000. My monthly dividend income is now $959, excluding the dividends earned from my RRSP.
All of these positive developments are happening while Floridians are dealing with the aftermath of Hurricane Milton. I remember when the Tōhoku Pacific Coast Earthquake happened in 2011 in Japan. It was a highly traumatic event, but it barely had any impact on the TSX. It feels similar this time, as though nothing significant is happening. Aside from assessing how natural catastrophic events worldwide affect the TSX, I’ve been closely following the news and sincerely hoping for a quick recovery, with water receding swiftly from all affected areas.
Recently, TransCanada Corp (TRP) became South Bow Corporation (SOBO). I made the name change in my latest investment portfolio update. For me, this is just a name change. However, a more significant event that was recently announced is that Toronto-Dominion Bank has agreed to pay fines totaling US$3.09 billion to various U.S. regulators after pleading guilty to multiple charges related to deficiencies in its anti-money laundering program. Ever since I started investing in Toronto-Dominion Bank (TD), I thought it was one of the safest investments I could make. To me, TD was a very progressive bank. They were among the first banks to extend their opening hours to more reasonable times, allowing regular people to benefit from extended business hours. Their brokerage platform also seemed quite advanced. But now, things feel quite different.
I switched from TD Waterhouse to National Bank Direct Brokerage a while ago, and overall, I’m satisfied with National Bank Direct Brokerage. I don’t pay any commission fees for buying or selling stocks with them, which is a great benefit. I have a margin account with them, carrying a debt of about $4,500. I’ll do my best to reduce it as much as possible by the end of the year, but I know I likely won’t be able to pay it off completely by then. Reducing my margin debt was a goal I set for 2024, but since my net worth is currently over $450,000, I don’t mind if I carry a little margin debt into 2025. On that note, I sincerely believe I have a good chance of reaching a $500,000 net worth in 2025.
2024
2023
2022
Total in assets: $364,072.52/Net worth: $315,407.64: July 26, 2021
Total in assets: $358,867.59/Net worth: $311,858.22: June 15, 2021
Total in assets: $354,774.64/Net worth: $307,559.30: June 10, 2021
Total in assets: $348,042.77/Net worth: $300,799.45 - FIRST TIME I EVER REACHED 300k in net worth, on May 26, 2021
Total in assets: $346,583.88/Net worth: $298,486.93: May 20, 2021
Total in assets: $349,651.45/Net worth: $298,435.31: May 7, 2021
Total in assets: $347,002.53/Net worth: $297,614.64: April 16, 2021
Total in assets: $338,188.16/Net worth: $287,914.75: March 11, 2021
Total in assets: $333,970.92/Net worth: $283,675.99: March 9, 2021
Total in assets: $328,881.12/Net worth: $279,611.57: February 10, 2021
Total in assets: $326,670.02/Net worth: $278,758.37: February 8, 2021
Total in assets: $324,891.52/Net worth: $276,979.87: February 4, 2021
Total in assets: $322,236.52/Net worth: $274,318.36: February 3, 2021
Total in assets: $327,639.01/Net worth: $274,298.23: January 19, 2021
Total in assets: $316,192.85/Net worth: $268,180.14: January 7, 2021
Total in assets: $313,003.95/Net worth: $264,915.22: January 6, 2021
Total in assets: $310,587.36/Net worth: $262,498.63: January 5, 2021
2020
Total in assets: $310,392.38/Net worth: $259,661.24: December 31, 2020
Total in assets: $307,812.05/Net worth: $259,070.79: December 24, 2020
Total in assets: $306,444.25/Net worth: $258,948.73: December 4, 2020
Total in assets: $304,701.39/Net worth: $257,331.58: November 27, 2020
Total in assets: $300,956.84/Net worth: $253,587.03: November 24, 2020
Total in assets: $298,903.01/Net worth: $251,533.20: November 23, 2020
Total in assets: $296,643.60/Net worth: $249,158.71: November 20, 2020
Total in assets: $294,514.87/Net worth: $247,145.87: November 11, 2020
Total in assets: $291,172.40/Net worth: $243,802.59: November 10, 2020
Total in assets: $287 803.13/Net worth: $240 433.32: November 9, 2020
Total in assets: $277,872.92/Net worth: $226,678.26: August 5, 2020
Total in assets: $276,627.27/Net worth: $227,745.47: June 6, 2020
Total in assets: $263,304.63/Net worth: $211,395.63: April 29, 2020
Total in assets: $241 461,13/Net worth: $194 558,29: March 13, 2020
Total in assets: $282,640.61/Net worth: $235,284.72: February 21, 2020
Total in assets: $304,955.72/Net worth: $257,187.44: February 12, 2020
Total in assets: $296,200.07/Net worth: $250,595: January 16, 2020
Total in assets: $292,715.58/Net worth: $244,970.41: January 9, 2020
2019
Total in assets: $288,237.52/Net worth: $239,582.44: December 31, 2019
Total in assets: $278,823.27/Net worth: $230,902.04: September 17, 2019
Total in assets: $271,896.19/Net worth: 226,137.05: June 24, 2019
Total in assets: $269 950.21/Net worth: $222 942.87: April 5, 2019
Total in assets: $251 634.94/Net worth: $206 278.84: January 18, 2019
Total in assets: $238 656.07/Net worth: $191 009.83: January 4, 2019
2018
Total in assets: $270 679.86/Net worth: $204 306.57: November 16, 2018
Total in assets: $332 750.88/Net worth: $232 609.15: August 3, 2018
Total in assets: $331 413.83/Net worth: $232 280.40: June 20, 2018
Total in assets: $326 085.75/Net worth: $226 801.92: June 3, 2018
Total in assets: $322 479.23/Net worth: $222 850.15: May 4, 2018
Total in assets: $319 644.86/Net worth: $217 246.23: March 16, 2018
2017
Total in assets: $318 544.64/Net worth: $221 989.65: December 29, 2017
Net worth on the date of November 17, 2017: $211 430.89
Net worth on the date of October 27, 2017: $212 633.39
Net worth on the date of September 29, 2017: $206 352.49
Net worth on the date of April 24, 2017: $204 277.66
Net worth on the date of March 31, 2017: $200 325.69
Net worth on the date of March 29, 2017: $198 299.73
Net worth on the date of March 18, 2017: $193 969.21
2016
Net worth on the date of December 30, 2016: $184 074.35
Net worth after debt on the date of January 1, 2014:
$101 172.99 (yes, finally, IN NET WORTH!).
On the date of February 16, 2011, the TMX hit 14 000+ points, and I exceeded the 150k in assets! (Not net worth yet).
On September 9, 2010, I reached $100,000 in assets! (not in net worth yet).
On the date of August 5, 2009, I reached my investment goal: I reached $50 000 worth of assets! (NOW, net worth).
On the date of December 5, 2009, I had exceeded $60 000 in assets! (not in net worth yet).
Margin Account Debt: $4,781.96 at 7.75%
Annual Interest: $370.61
Cold cash: $2,182.47
Stocks and Units investment portfolio $CAN
Others: $1,159.90
NBI Income Fund: $1,324.97
On date of October 4, 2024