Saturday, August 5, 2017

July 2017 update ($447,658 +$17,520 or +4%)

↑ Emerging Markets Stock Index Fund is up by 2,4% or $2,915
↑ Eurozone Stock Index Fund is up by 0.3% or $325
↑ US 500 Stock Index Fund is up by 2.0% or $2,010
↑ Global Small Cap Index is up by 2.2% or $2,253
↑ EUR is up to USD by 4% or $10,018
Grand total additions:  $17,520

Financial independence - real journey -

Most of the increase went from exchange rate EUR to USD went up. Without taking exchange rate into account total gain over last three months is $11K USD. This is still very reasonable increase, despite galloping inflation.
The challenge for this year onwards to supplement the nest egg with additional investments – to diversify and improve the position. With exception of an extraordinary events I am not planning to use the money for the next 30+ years.  I still working but currently see no way out, other than working until normal pension age. At current pace, I will consider myself lucky if I have enough money to retire by then. One of the thing I would like to do is to calculate the life cycle cash flow, looking at the earnings now.
I noticed that somehow with the income slowdown my motivation to be physically fit is following the amount of savings I can put aside. Working on mentally break the trend.

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