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Update: 2007 Passive Income

When I posted our total passive income in 2007 in the middle of the month, one item missing from the calculation was interests earned from our purchases of 4-week T-bills in the first half of the year. Though I can go through all the transactions and figure out myself how much I have made, it […]

2007 Passive Income Summary

One of the objectives we have is to generate incomes, dividends and capital gains, from our investments and hope one day these what I called passive incomes will replace the major part of our salaries before tapping into savings in our tax deferred accounts. In 2007, we continued to make progress in growing this part […]

2007 Year End Review (III): Performance and Asset Allocation

This is the third part of our Year End Review, in which I have so far gone through financial moves we made in 2007 and how what we have done affected our net worth, which includes both new money and price appreciation of our existing investments. The latter is the subject of this part […]

2007 Year End Review (II): Net Worth

This is the second part of my 2007 Year End Reviews. In the first part, I took a look at the financial moves we made last year. Now I want to see how what we did put where we are in the new year.
December 2007 update
Our net worth saw second consecutive monthly decline in December […]

2007 Year End Review (I): Financial Moves

As we are approaching the finial day of 2007, I feel it’s time to look back and examine what we have done in the last year that could affect us financially, both in the short- and long-term, as I did at the end of 2006. Since we didn’t make any official goals […]

Pay Ourselves First: The Way We Save and Invest

After I posted our latest score card update last week, MoneyNing asked me if I can share how we accumulated our net worth and the source of the growth, whether it’s from our salaries or investments.
Actually, I have touched this topic quite often in the past (for example, when we reached the half-million mark). For […]

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