Net Worth Update - May 2016 (+13%)
Assets
Cash
CIBC Chequing $847.73
CIBC Savings 7.17
Tangerine Saving 9084.00
Tangerine TFSA 0.63
$9939.53
Investments
Tangerine Growth 2128.54
CIBC IE 3085.19
CIBC RRSP 4070.53
$9284.26
Liabilities
Credit Cards
CIBC Dividend $48.00
CIBC Classic 0.00
Net Worth $19175.79
Notes
Cash
- Large amount of cash was transferred to Tangerine Savings due to the promotional 3% interest rate offered on new deposits.
- Require sufficient cash reserve to cover tuition fees come fall.
Investments
- Tangerine mutual funds were purchased a few years ago, intending
upon selling in order to put the money to better use in my self-directed
portfolio
- Investors Edge porfolio mainly consists of blue chip Canadian equities.
- RRSP is held with CIBC in a savings account, which is not the best
of ideas. Looking to transfer it to a brokerage in the near future.
Credit Cards
- No actual debt, use card for regular bill expenses and pay in full at end of month.
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