↑ Accumulated $4,000 USD as part of my annual saving goal for October
↑ Received $ 350 as quarterly dividends for my holdings in S&P500 and Emerging markets ETFs.
↑ Vanguard S&P500 ETF gained $1,100
Grand total additions: US$ 5,450
↓EUR lost $11,983 towards USD
↓GBP lost $1,470 towards USD
↓RUB lost $900 towards USD
↓Vanguard emerging markets ETF lost $710
↓ Gazprom shares lost $3,000
↓ Company shares lost $670
↓Rosneft shares lost $525
Grand total losses: US$ 19,258
- I received almost equal dividends for my S&P500 and Emerging markets ETFs ($ 159 and $190). However, S&P500 costs $41,110 and Emerging markets $16,800. This represents 1.5% annual dividends for S&P500 vs. 4.5% for the emerging markets ETF.
- Euro zone struggles significantly in comparison with the USA. Exchange rate is lowest in 2 years, while British pound is at is lowest for the last year. RUB is dropped to new low as well. European Union countries keep arguing with each other and imposing sanctions on the neighboring countries, which does not help the recovery from the crisis.
- Dividends wise from the current portfolio I am getting are $8,500 or 2.6% annually after taxes. This is currently covers about 10% of the annual expenses.
- With only two months to go I will be short of $44,000 of my annual financial independence goal at the current portfolio condition.