talleyrand's Net Worth for May 2016


Assets Value Change ($) Change (%)
Cash $1,851 $1,186 178.35%
Stocks $390,079 $38,882 11.07%
Bonds $193,259 $3,023 1.59%
Annuities $80,109 $726 0.91%
Retirement $0 - -
Home $0 - -
Other Real Estate $29,599 ($218) (0.73%)
Cars $0 - -
Personal Property $0 - -
Other $2,538 ($1,508) (37.27%)
$697,435 $42,091 6.42%
 
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 $697,435 $42,091 6.42%
*All values shown in USD ($)
Notes:
Quite a good month all around. Earnings, thankfully, were at just about an acceptable level and even though expenses were a little higher than I would have liked my S&I came in at 38.2% of Net Income, bringing the Y-T-D figure to 30.1%. May was a MASSIVE month for passive income, bringing in over $5k. Y-T-D P.I.. now stands at US$ 10241.88, the equivalent of 57.08% of Y-T-D spending. P.I. will be quite moderate over the course of the next three months while spending will suffer the usual summer spike. As such, I project that my P.I. - Spending ratio will decline to somewhere between 35 and 40% by the end of August, before climbing to meet or exceed my 2016 target of 43% by the end of the year. Some stocks seem ready to surge again and I suspect I'll be able to offload more of my trading stocks in June. MUST KEEP WORKING ON BUILDING JOB INCOME AND LIQUIDITY. ONWARD AND UPWARD.

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