These were my goals for the last year:
Financial:
- Accumulate at least $42,000 for
investments during 2013, beginning 2014
– Achieved. I have
accumulated $47,000.
|
Year
|
2008
|
2010
|
2011
|
2012
|
2013
|
|
Money of
the day
|
153,400
|
119,800
|
165,600
|
226,800
|
298,400
|
|
Inflation
%
|
|
2
|
3.5
|
3
|
4
|
|
Cumulative
inflation
|
|
1.02
|
1.06
|
1.09
|
1.13
|
|
2010 money
|
153,400
|
117,451
|
156,967
|
209,032
|
265,244
|
- Continue to diversify the nest egg – Achieved. The nest egg is diversified.
I went from 39% in stock market and the rest in cash to 85% in the stock market
and 15% in Cash. It will continue to increase, as I am re-building my emergency
fund.
- Think about additional source of income
– Not achieved. I have been heavily
involved in the current job and manage to get some additional work in my time
off. This converted in the income that pushed
my investments. Albeit it was short term, undiversified measure.
Blog:
- Regular monthly updates – Achieved.
- To cover 6 themes – Achieved. Rate of Return vs Inflation, Rate of Return on
Investment, Energy stocks screening, Portfolio performance, Real Rate of
Return, Currency wars. There is additional one – is ready but no published- to
buy or not to buy. To be published soon.
Educational:
-
Create list of books to read & read them- 12 books is minimum- Not achieved. No excuses. Need to make
time for it.
-
Publish the books reviews – Not
achieved.
Family Budget:
- Stay under $80,000 with the family expenses
- Achieved.
The actual expenses was $81,505 which is within margin of accuracy.
- Accumulate $7,000 towards durable goods
replacement over 10 years – Achieved.
Kept separately.
Be happy.
Run 1,000 miles during the year – Not
achieved. Ran only 700 miles. Happiness was intermittent as well. I am generally
satisfied with my life.
