October 2016 – net worth and expenses
October was – for the most part – very quiet on the financial markets. My trades did well. Only in the last few days I had to give back some gains. Overall I’m a big step closer to my year-end goal of 360k.
- brokerage accounts 291.7k (+5.0k)
- ETFs 10.0k (+0.7k)
- cash 46.9k (+0.8k)
- alternative investments 35.3k (+0.4k)
- taxes -30.2k
- total 353.7k (+5.6k) [+1.6%]
Monthly Expenses
- January 2.8k
- February 2.6k
- March 3.4k
- April 3.7k
- May 3.3k
- June 3.2k
- July 2.9k
- August 2.6k
- September 2.9k
- October 2.7k
I’m very pleased with our low expenses (we spent almost 400 Euros on used Lego). Our running total for the year is 36.6k – we can achieve 36k for the year (November last year was 3.3k – above average).
Camper Van Savings Account
- July 2.2k (monthly savings 37 Euros)
- August 2.6k (monthly savings 165 Euros)
- September 3.0k (monthly savings 165 Euros)
- October 3.2k (monthly savings 165 Euros)
Our monthly savings will decrease from November on, because we bring back a saved expense (sports club membership for our oldest kid). At least it will be a little bit less than last time.
As this section is a bit boring, I will leave it out from next month on. I will only mention it, if something remarkable happens.
EurFI - European way to Financial Independence 
Financial independence 17:02 on 2016-11-26 Permalink |
I am amazed that you manage to go from 216.9K in October 2014 to 353.7 in 2016.
This is 137K over two years or 68.5K a year. Amazing progress!
Have you try to analyse how much came from savings, passive and active investments?
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eurfi 22:22 on 2016-11-29 Permalink |
I have not analysed this. But would be interested in it as well 😀
2015 was my best year – active investing brought in 55k. I usually calculate with 20k savings. Currently there is not much passive investment left (maybe 2k in total return). In January 2017 I will analyse that for 2015 and 2016. Looking forward to it.
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eurfi 23:03 on 2017-01-10 Permalink |
In 2014 my income from active investing was only 5.7k. In 2015 it was 62.9k and in 2016 24k. All numbers are after taxes.
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