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Monday, July 27, 2015

July 2015 update ($290,313 -$ 25,350 or -8%)



Accumulated $4,000 USD as part of my annual saving goal for July
Vanguard S&P500quaterly dividends 186 USD or 1,7% annual rate
Vanguard Emerging market dividends 99 USD or 2,6% annual rate
 Grand total additions: US$ 4,285 USD

Vanguard Emerging markets ETF lost 1,465 USD
Company shares lost 1,300 USD
Rosneft shares lost 1,750 USD
Gazprom shares lost 20,670 USD
Vanguard S&P500 lost 370 USD
Precious metals lost 990 USD
EUR lost to USD 1,940 USD
GBP lost to USD 1,150 USD
  Grand total losses:  US$ 29,635

Tuesday, June 30, 2015

Asset Diversification

Financial independence currency allocation:
Currency
October 2011
June 2012
February 2013
June 2015
December 2015*
EUR
26.5%
25%
13%
68%
93%
GBP
50%
41%
30%
29%
0%
RUB
21.6%
18%
14%
7%
7%
USD
1.9%
15%
43%
0%
0%
*Aspired
I wish I could have more direct exposure to USD, however Western European banks do not allow direct exposure to the USD. A lot of the EU brokerage firms excluding products trading on the US exchange rates  as these are non-AFM (Authority for the Financial Markets) registered investment funds. AFM. This is responsible for supervising business conduct, which focuses on providing:
- Orderly and transparent financial market processes;
- Transparency between market participants;
- Due care in the treatment of customers.
So they excluded Vanguard S&P 500 and Emerging markets sold in US on the USA exchanges. I think they are doing it to reduce US tax entanglements with these.
Many EU brokerage funds removed products listed on the stock exchanges in Israel, South Africa, New Zealand and Russia.

Wednesday, June 24, 2015

June 2015 update ($315,600 -$ 5,730 or -2%)

Accumulated $4,000 USD as part of my annual saving goal for June
EUR gained against USD $5,620
GBP gained against USD $1,000
 Grand total additions: US$ 10,620
  Vanguard Emerging market lost 970 USD
↓ Vanguard S&P 500 lost 1,240 USD
Company shares lost 390 USD
Rosneft shares lost 790
↓Gazprom shares lost 12,960 USD
  Grand total losses:  US$ 16,350

Tuesday, May 26, 2015

May 2015 update ($321,392 +$6,072 or +2%)

Accumulated $4,000 USD as part of my annual saving goal for May
Precious metals went up by $363
EUR gained against USD $2,098
GBP gained against USD $1,050
Grand total additions: US$ 7,511
Vanguard Emerging market lost 321 USD
Company shares lost 888 USD
Rosneft shares lost 224.7
  Grand total losses:  US$ 1,434

Friday, May 15, 2015

Energy Stocks Screening



Energy Prices forecast
Energy price forecast until 2020
* Brent Oil price
mcf - hundreds cubic feet (North America, Henry Hub).  Inflation assumed at 2% a year.
May 2015 Analysis major Oil and  Gas Companies stocks analysis:
Energy companies benchmark. Big Oil at glance.
* Gazprom has big exposure to one country only - Russia
** proposed

Tuesday, April 28, 2015

April 2015 update ($315,320 +$37,699 or +14%)



Accumulated $4,000 USD as part of my annual saving goal for March
Vanguard S&P500 is up $1,155
Vanguard Emerging markets is up $1,260
Gazprom shares are up $22,680
Company shares are up $580
Rosneft shares up $1,323
EUR is slightly up to USD $3,995
GBP is slightly up to USD  $2,706
Grand total additions: US$ 37,699

Tuesday, March 31, 2015

March 2015 update ($277,620 -$17,851 or -6%)



Accumulated $4,000 USD as part of my annual saving goal for March
Vanguard S&P500 is up $1,271
Vanguard Emerging markets is up $ 504
Received Q1 dividends Vanguard S&P500 $176 (after taxes)
Received Q1 dividends Vanguard Emerging markets $33 (after taxes)
Grand total additions: US$ 5,984

EUR is down to USD, lost $16,716
GBP is down to USD, lost 3,300
Gazprom shares lost $2,520
Company shares lost $523
Precious metals lost $776
Grand total losses:  US$ 23,835