|Kind of a ground zero for repair and recovery.
CASH - Local Currency savings.
STOCKS - Individual common stocks held in 3 separate Accounts designated as: Long Term (Buy-and-Hold), Medium Term (to assist in acquiring "durable consumer goods") and Trading (opportunistically, not usually very frequently). They are all listed at 95% of Closing Price on the date of recording to allow for transaction costs and slight price fluctuations.
ANNUITIES - Foreign Currency Savings Account.
BONDS - Two Money Market Funds, and Publicly Traded Preference Shares(also computed at 95% of Closing Price) held in one Company.
CARS - Savings set aside in a separate Account to fund the purchase of my car in 2015. Partly fed by proceeds of any sale of Stocks in my Medium Term Equities Account.
OTHER ASSETS - Cash temporarily parked in Brokerage Accounts.
All figures are denominated in USD.
I do own a home - free and clear - as well as a car - a 2002 Camry bought in 2006. I do not list their values here because that does not assist in tracking my progress towards Financial Independence - as defined by me.|