Follow Our Net Worth Journey

Do As We Say and Do as We Do

Everyone’s got a theory on how to make more money, hit the latest investment, or control spending.  Most people aren’t willing to pull back the curtain and reveal if they follow their own “expert advice” however.  Check out the Net Worth Updates from one member of our team who isn’t shy about revealing her personal financial victories and setbacks.

You can go all the way back and follow her story as a young adult fresh out of university and read all the way to today’s slightly-older-but-still-very-young adult who has taken on investing for herself and has managed to both enter an exit Vancouver’s sizzling real estate market.

She lets you in on what her investment portfolio looks like, how she spends money from month-to-month, and gives some great examples on how to calculate where you are at in terms of your overall financial picture.

Looking for inspiration, check out the first few posts, and then fast forward to today’s numbers.  If you’re still not sure that this stuff works or if it’s worth it, then you might not understand how math works.

January 2016 Networth Update: $384,160 (+0.8%)

I had anxiety calculating my net worth as the months got closer and closer to January 2016.  I was pretty frugal this year I think, didn't buy much but did spend $5000 in travel and didn't restrict myself in terms of eating out with friends.  Though I wasn't splurging...

read more

December 2015 Networth Update: $381025 (+0.6%)

Okay, I'll take it!  Not a big gain this month but better than the negative territory.  I spent very little this month, probably the least amount for the whole year, according to my Mint.com app anyway.  I realize that I don't really spend very much on a day to day...

read more

November 2015 Networth Update: $378,500 (+2.4%)

Thank goodness that the stock market rallied a bit compared to the drop in September.  I made a lot of changes to my portfolio this month.  Bough HSE.TO (I couldn't resist as it went down to $18.00, I just bought another 50 shares), sold COS.TO, sold XDV.TO, sold...

read more

October 2015 Networth Update: +0.7%

EDIT:  Ooops, I guess I'm doing a little better than I thought (phew!).  I had sold some holdings in my TFSA but when I calculated my net worth update, they had not finalized so the money was "missing".  My TFSA balance is actually $49,450, which means this month I am...

read more

September 2015 net worth update (-0.6%)

That positive streak didn't last very long.  The markets have not done well and I think I took about a $8000-$10k hit to my portfolio so far.  It's quite painful but I know that it can be (and likely will be) worse.  I will continue to re-evaluate my portfolio and...

read more

August 2015 Net Worth Update: $371,690

Phew, positive again.  I knew I was saving a lot this month but I didn't know that it would surpass the loss I was having in my investment portfolio.  My RRSP did well this month but mainly because of the currency exchange I figure. I am planning to go to Portland in...

read more

July 2015 Net Worth update: $365750 (+0.7%)

Yay, positive again!  Though it really should have been much more positive, but it was just a 'medium' positive no thanks to the downward stock markets.  Mr. Market is obviously kind of grumpy and moody these days, whereas Mr. Real Estate Market in Vancouver is high...

read more

June 2015 Net worth update: $363228 (0.0%)

Oh man, I had a feeling this month would be bad, but didn't realize it would be THAT bad.  For the first time in a few months, I am not in the positive territory.  I saved a lot too this month but this month's lack of growth is mainly attributed to the stock market. ...

read more

May 2015 Networth Update 363202 (+1.1%)

Slow and steady wins the internal race, right?  Thankfully my ZPR shares aren't hemorrhaging as badly compared to earlier in the month (I was down 2300 at one point, now just down 800 in unrealized losses).  I was quite excited about the increase in TFSA contribution...

read more

April 2015 net worth update: $359300 (+1%)

I must admit I think I am suffering from net worth update anxiety.  I procrastinated calculating my update today.  I think I must have checked out one hour of Youtube videos (I really like Jimmy Kimmel and Conan... the April Fool's Prank that Rihanna did to Jimmy...

read more
Pin
Tweet
Share
Share
Email
+1