Tuesday, January 03, 2012

Moominvalley December 2011 Report

I'll do an annual review soon, so this will be pretty brief. As usual the numbers are in US Dollars. Non-investment income was on the high side as I finally got a reimbursement for my trip to India. These business expenses get included in our regular spending and income figures and exaggerate them a bit. I do try to compute "core expenditure" that excludes this sort of spending. Retirement contributions were lower than normal because some payments seem to have been held up by the holidays. Another losing month on the investment front. We lost 1.31% in USD terms (and about the same in terms of other currencies) though the MSCI only lost 0.17% for the month and the S&P 500 gained 1.02%. Still we managed to increase net worth by $6k and it's close to a new all time record in Australian Dollar terms at $A522k ($US535k).

Expenditure was very low compared to recent levels at just $3,864 ($A3,769). Snork Maiden thinks I must have made a mistake in my computations as she remembers spending a lot of money at Costco, that opened here recently...

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