2014 Financial Independence Goals vs. Achievements
Financial:
- Accumulate at least $47,000 (This is $40,000
in 2010 money) or $4,000 a month for
investments during 2014, beginning
2015 - Achieved. Accumulated $48,000.
- Portfolio to be at $370,000 by end of
the year – Not Achieved. Actually end of the year results a lower than
at the beginning of the year, in spite of investing $55,000.
Year
|
2008
|
2010
|
2011
|
2012
|
2013
|
2014
|
Money of
the day
|
153,400
|
119,800
|
165,600
|
226,800
|
298,400
|
288,608
|
Inflation
%
|
|
2
|
3.5
|
3
|
4
|
4
|
Cumulative
inflation
|
|
1.02
|
1.06
|
1.09
|
1.13
|
1.175
|
2010 money
|
153,400
|
117,451
|
156,967
|
209,032
|
265,244
|
245,623
|
- Think about additional source of
income. My blog start bringing some
measurable income but want to beef up with some streams - This is not achieved yet.
Blog:
- Regular monthly updates – Achieved.
- To cover 6 themes on financial
independence – Achieved.
- Create easy tracker for the long term
portfolio performance – Almost there.
Need to make presentable.
I have no intentions to move towards an
entertaining blog with 2-3 weekly posts.
I will endeavor my best efforts to stay on personal subject of financial
independence and family budget.
Educational:
-
Create list of books to read & read them- 12 books is minimum – Partially achieved. Lust created and first 6
books bought.
-
Publish the books reviews – Started.
To be continued.
Family Budget:
- Stay under $84,000 with the family expenses – Was way out of balance. Overspent by $27,000
- Accumulate $7,000 towards durable goods
replacement over 10 years – Achieved.
Be happy.
Run 1,000 miles during the year –
Ran only half of it.