I track my net worth in my Intuit Quicken software, which is constantly updating my net worth as I enter my expenses, revenues and weekly stock prices – see My Portfolio for details. Net worth is important so I know how I am progressing towards my goals, whether I am going in the right direction, and whether I need to change anything.
Note: all numbers are before taxes, and US dollars are counted at par with Canadian dollars, so my net worth is actually higher than the graph shows.
April 20, 2024: The market came down recently because of higher-for-longer interest rates and the escalation of the conflict in the Middle East. The pull-back happened after a run-up at the end of March, so the net worth still came up since last month. Net Worth: $5,531K
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes. I also put a deposit on a home I will be moving to in Edmonton.
March 16, 2024: The market largely treaded water over the last month. Dividends still came in, and there was a small capital appreciation. Net Worth: 5,440K.
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes. I also put a deposit on a home I will be moving to in Edmonton.
February 17, 2024: Despite some persistent inflation, a good earnings season for some big positions in my portfolio (Goeasy and Manulife) really made a difference. Net Worth: 5,401K.
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
January 20, 2024: The markets stayed mostly flat for the last month, with a bit of upside. This also made me happy for my dividend payers. Net worth: $5,255K.
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
December 16, 2023: With the US central bank hinting at interest rate cuts coming in 2024, the markets took off in December. Net Worth: $5,226K.
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
November 25, 2023: The last 3 months I was traveling, and during that the time portfolio initially lost about 6% because the markets realized the interest rates would be higher for longer, slowing down the economy. The losses were recovered with a 10% uptrend toward the end of the period as inflation continued downwards, and Canadian job market slowed, making investors think the interest rates stopping going upwards and may go down in 2024. Net Worth: $5100K
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
July 15, 2023: The month had a lot of volatility and ended higher because inflation has really come down, and the rate hikes are just about over. A new high net worth has been reached. Net worth: $5,137K
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
June 18, 2023: The month was mostly uneventful, as US stock appreciation made up for small losses on the TSX. Net Worth: 5,093K
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
May 20, 2023: As inflation eases and interest rate hikes slow or stop, the markets respond upwards. A new all-time high net worth was reached. Net Worth: $5,100K
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
April 16, 2023: As the worries of a new US banking crises went away, the portfolio recovered. We’re still worried about inflation, recession and interest rates. Net worth: 5,023K
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
March 18, 2023: The failure of a few US regional banks and Credit Suisse issues have spooked the markets and everything except technology sold off, especially energy and financials. Net worth: 4,867K
To give you a perspective on how the net worth is distributed, below are my trading accounts. In the Property & Debt section, Delectable and Dimpled are two US properties that have had US taxes withheld during their sale, so I am expecting a credit on my taxes.
February 18, 2023: There were weeks with small, positive returns in the markets, bringing the net worth up. The quarterly earnings for Q4 of 2022 were generally positive. A new all-time high net worth was reached. Net Worth: 5,081K
January 14, 2023: After several great, upward-trending weeks, my net worth hit a new high. As inflation slows, the central banks look like they will raise rates less, and investors become more optimistic. Net Worth: 4,988K
December 17, 2022: After some volatility and the US Fed continuing to be hawkish and committed to raising interest rates, the markets came off some. Net Worth: 4,685K
November 19, 2022: The stocks and mutual funds continued their recovery, increasing the net worth by 200+K. The sale of one of my US real estate investment properties was for a lower amount than expected, but the strong US dollar improved the results. Net Worth: 4,756K
October 15, 2022: The stock market has returned into bear market territory, causing the net worth to come down a little. Net Worth: 4,571K
Canadian Money Talk 