Wednesday, July 16, 2014

Dividends for financial independence



Dividends for mine holdings:
Investment
Per share, USD
After taxes, in EUR
Annual dividends , % at purchased price
Annual dividends at current price %
Vanguard Energy ETF
2.194
423.86
2.3
1.5
Vanguard S&P 500 ETF**
3.13
210.97
2.2
1.7
Company stocks*
1.75
375*
4.8
4.2
Gazprom
0.42
6,400
5.1
5
Rosneft
0.37
490
5.2
5.3
* Has a tax effective reinvestment policy, where all dividends reinvested straight away avoiding income taxation. Only capital tax is paid once they are sold, however option exists to start receiving dividends only at some point in time.
** I bought Vanguard ETF S&P back in April 2013 and the ETF pays dividends quarterly.

Friday, July 11, 2014

July 2014 update ($349,340 +$29,470 or +9%)



Accumulated $4,000 as part of my annual saving goal
EUR is up to USD,  represents 7,750 USD gain
GBP is up to USD, represents  2,650 USD gain
RUB is up to USD, represents 670 USD gain
Vanguard ETF is up by 1,800 USD
Vanguard S&P 500 is up by 400
Gazprom shares are up by 9,550 USD
Company shares are up 760 USD
Rosneft shares are up by 1,520 USD
Precisous metals up by 370 USD
Grand total additions: US$ 29,740