talleyrand's Net Worth for March 2016


Assets Value Change ($) Change (%)
Cash $2,102 $417 24.75%
Stocks $351,404 ($5,954) (1.67%)
Bonds $189,980 ($1,229) (0.64%)
Annuities $78,578 $15 0.02%
Retirement $0 - -
Home $0 - -
Other Real Estate $28,168 ($189) (0.67%)
Cars $0 - -
Personal Property $0 - -
Other $4,862 $1,258 34.91%
$655,094 ($5,682) (0.86%)
 
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 $655,094 ($5,682) (0.86%)
*All values shown in USD ($)
Notes:
As at Mar. 31:Another quiet month, contributing to a very sedate Q1: Revenue for the quarter came in at 57% of projection; The Stock Market stalled, and a relatively tight rein was kept on spending. March S&I rate came out at 35.27%. Y-T-D S&I now stands at 35.07%. Passive income for the month was $1,039.99. Y-T-D P.I. is now $3,091.33 - which represents 29.67% of Y-T-D spending. This is a metric to which I'll be paying particularly close attention this year, and I expect the percentage to continue going North. The JSE bull run hit the pause button but I did manage to offload a handful of stocks at the beginning of the month. We continue to be disciplined and alert as we move forward.

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