Now that 2015 is definitely history, it was time to assess and visualize the data behind the Cheesy Index. As Mr. CF loves spreadsheets, this fortunately was not a monumental task 🙂
The total foundation on which the Cheesy Index is based consists of three asset groups:
- Income generating assets (our stocks, Index funds, real estate, crowdfunding loans, etc.)
- Non-income generating assets (e.g. cash, art, etc.)
- Depreciating assets (i.e. our car)
In percentage this looks as follows:
The reason for the increase in non-income producing assets in December is because we sold some shares that were up to potentially fund another real estate transaction. Unfortunately, this fall through on new year’s eve. So, we now have more cash to pour into a volatile stock market, great!
If you breakdown the income producing assets, you will find the following:
Our target for the various groups can be found here, so we still have some work to do!