talleyrand's Net Worth for October 2016


Assets Value Change ($) Change (%)
Cash $6,826 $2,179 46.89%
Stocks $385,884 ($4,702) (1.20%)
Bonds $182,713 ($1,205) (0.66%)
Annuities $78,509 $813 1.05%
Retirement $0 - -
Home $0 - -
Other Real Estate $48,185 $639 1.34%
Cars $0 - -
Personal Property $0 - -
Other $6,180 $2,545 70.01%
$708,297 $269 0.04%
 
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 $708,297 $269 0.04%
*All values shown in USD ($)
Notes:
Oct. 31. Earnings started out on a very bright note early in the month then kind of meandered along thereafter. In the end, it just about reached an acceptable level, resulting in a savings rate of 48.78% for the month. The Y-T-D figure stands at 20.97%. From here I would do exceptionally well to get to 25% for the year, let alone my initial target of 45%. A good month for Passive Income - over $2.5k. Y-T-D figure now stands at $18.75k representing 48.01% of Y-T-D living expenses. I'm anticipating some quite tidy dividends over the next two months and remain confident that I will exceed my P.I. target for the year in dollar terms and as a percentage of living expenses. My NW graph remains in a coma, but I still expect a late surge in the value of my investments and as distant as it seems now, I still believe my year-end target of $775k can still be achieved. We remain focused and thankful.

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