↑ Emerging Markets Stock Index Fund is up by
2,4% or $1,724
↑ US 500 Stock Index Fund is up by 0.2% or
$234
Grand
total additions: $1,958
↓ Eurozone Stock Index Fund is down by 0.5%
or $537
↓
Global Small Cap Index is down
by 0.1% or $88
Total
loss: $625
Observations:
-
Emerging
markets has been the leading investment so far in 2017, with Eurozone shares
lost almost 1% for the last 3 months. EU is still can not ascertain what to do without strong US leadership and steer how to live.
-
I feel
quite relieved with the amount of workload reduced, due to the investment
consolidation. I call this approach a
“zero based”, i.e. starting from what is essential, decluttering
or removing the rest. Over the period of
life time we accumulate different habits, routines which take up considerable
time, money and effort without bringing a lot of benefits. This is time to
de-clutter the life.
-
If my next egg continues to perform at 3% a year above
inflation in 40 years, by the time I need to retire I will have $1 mln,
generating $30K a year. Its not a lot
but better than most pensions. This assume I will do not additional
contributions but also that I do not spend it all. This is not a financial
independence I wanted by any stretch of imagination but I have 40 years to
correct it.
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