Talleyrand's Net Worth for December 2013


Assets Value Change ($) Change (%)
Cash $565 $565 -
Stocks $204,469 $204,469 -
Bonds $124,106 $124,106 -
Annuities $24,304 $24,304 -
Retirement $0 - -
Home $0 - -
Other Real Estate $0 - -
Cars $4,738 $4,738 -
Personal Property $0 - -
Other $3,300 $3,300 -
$361,482 $361,482 -
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $0 - -
Net Worth $361,482 $361,482 -
*All values shown in USD ($)
Notes:
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.

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