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.

March 2016 Net Worth Update (+1.1%)

Lots has happened in February!  I am very thankful that I am in the positive territory and finally made my net worth goal of more than $385,000 in March 2016 haha.  Just a few months late but whatevs! Haha. I am very grateful the market ended on a high note on Friday...

read more

February 2016 Net Worth Update- (-0.2%)

Well, I am starting off the new year going backwards haha!  Let's hope that this trend of negative net worth updates does not continue and is short lived. I had a lot of expenses and purchases in January (namely a trip!) and I had to break my shopping ban for the...

read more

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 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

Offers and Promotions

You are eligible for $50 in Free Trades if you sign up with Canadian brokerage Questrade through us (or use coupon code a1b9d1d9).Exclusive Offer
You are eligible to get $10,000 of your funds managed by leading Canadian robo advisor, Wealthsimple, for one year, if you sign up through our referral link.Exclusive Offer
You are eligible to try out Nest Wealth, the second biggest robo advisor in Canada, for 3 months free of any charges.Exclusive Offer
You are eligible for $150 in bonuses, and 2.4% interest on your savings account with Tangerine Bank.
You are eligible for a 4% cash back offer from Tangerine Bank credit card if you sign up through our referral link.
You are eligible for 34 days of free trial of YNAB personal finance app if you sign up through our referral link.