Talleyrand's Net Worth for May 2017


Assets Value Change ($) Change (%)
Cash $14,260 ($1,119) (7.28%)
Stocks $490,947 $6,070 1.25%
Bonds $186,942 $361 0.19%
Annuities $89,854 $209 0.23%
Retirement $0 - -
Home $0 - -
Other Real Estate $62,921 $308 0.49%
Cars $0 - -
Personal Property $0 - -
Other $5,403 ($157) (2.82%)
$850,327 $5,672 0.67%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 ($1,152) -
Car Loans $0 - -
Other $0 - -
Total Debts $0 ($1,152) -
Net Worth $850,327 $6,824 0.81%
*All values shown in USD ($)
Notes:
May 31. The struggle continues. I scrapped and ended up with a just about satisfactory Revenue outturn, but continued to be weighed down by substantial personal expenses and, consequently, produced a savings rate for the month of 0.00%. Y-T-D S&I rate has dipped to a worrying 27.16%. We'll get it back up. Another excellent month for Passive Income, coming in at $3,646.49. Y-T-D P.I. is at $11,901.32 - which represents 43.08% of Y-T-D spending. I continue to feel good about that metric. I have done a lot of heavy lifting over the past few months, but still have a few hefty expenses - including the annual payment for my daughter's Education Plan - coming up over the next few months. One step at a time.

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