The Dividend Girl: My debt situation on date of June 20, 2018

Wednesday, June 20, 2018

My debt situation on date of June 20, 2018

Margin debt: $99 133.43

2 comments:

Unknown said...: My TDDI margin account drops the interest rate 1 percentage point on balances over $100,000. It might save you money to borrow another $1000.; June 24, 2018 at 7:35 AM
Anonymous said...: as far as as I know, it's only the President Account (assets greater than 500k) that would change the rate, and it would be only 0.75%
Non presidential accounts have a fxed 5% interest rate for any balance
https://www.td.com/ca/products-services/investing/td-direct-investing/accounts/rates.jsp; July 11, 2018 at 1:18 PM

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My portfolio

Total in assets: $276,627.27

Net worth: $227,745.47

On June 6, 2020

Total in assets: $263,304.63

Net worth: $211,395.63

On April 29, 2020

Total in assets: $241 461,13

Net worth: $194 558,29

On March 13, 2020

Total in assets: $282,640.61

Net worth: $235,284.72

On February 21, 2020

Total in assets: $304,955.72‬

Net worth: $257,187.44‬

On February 12, 2020

Total in assets: $296,200.07

Net worth: $250,595

On January 16, 2020

Total in assets: $292,715.58‬

Net worth: $244,970.41

On January 9, 2020

Total in assets: $288,237.52

Net worth: $239,582.44

On December 31, 2019

Total in assets: $278,823.27

Net worth: $230,902.04

On September 17, 2019

Total in assets: $271,896.19‬

Net worth: 226,137.05‬

On June 24, 2019

Total in assets: $269 950.21

Net worth: $222 942.87

On date of April 5, 2019

Total in assets: $251 634.94

Net worth: $206 278.84

On date of January 18, 2019

Total in assets: $238 656.07

Net worth: $191 009.83

On date of January 4, 2019

Total in assets: $270 679.86

Net worth: $204 306.57

On date of November 16, 2018

Total in assets: $332 750.88

Net worth: $232 609.15

On date of August 3, 2018

Total in assets: $331 413.83

Net worth: $232 280.40

On date of June 20, 2018

Total in assets: $326 085.75
Net worth: $226 801.92
On date of June 3, 2018

Total in assets: $322 479.23

Net worth: $222 850.15
On date of May 4, 2018

Total in assets: $319 644.86
Net worth: $217 246.23
On date of March 16, 2018

Total in assets: $318 544.64
Net worth: $221 989.65
On date of December 29, 2017

Net worth on date of November 17, 2017
$211 430.89
Net worth on date of October 27, 2017: $212 633.39
Net worth on date of September 29, 2017: $206 352.49

Net worth on date of April 24, 2017: $204 277.66

Net worth on date of March 31, 2017: $200 325.69
Net worth on date of March 29, 2017: $198 299.73
Net worth on date of March 18, 2017: $193 969.21
Net worth on 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 the 14 000+ points, and I had exceeded the 150k in assets! (Not net worth yet).

On September 9, 2010, I reached the
$100 000 in assets! (not net worth but hey, what the heck!)

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 the $60 000 in assets! (not net worth either but hey, what the heck!)

The content of this blog reflects my very own personal experience with finance and it shouldn't be considered as a professional view on investment.

The Dividend Girl

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Wednesday, June 20, 2018

My debt situation on date of June 20, 2018

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