Scribd Logo
Upload

Welcome to Scribd!

  • Trading Budget PSE

    Uploaded by

    Rafael Luis So
    4 views2 pages
    The document outlines a budget for withdrawing funds from a trading portfolio for the second half of 2015. It shows the original and current portfolio size, with funds of $2,766,002.16 to be withdrawn. The current yield on the portfolio is 138.3%. The budget allocates 10% of withdrawn funds to tithes, 5% to commitments and offerings, 50% to additional investments, 10% to monthly costs and overhead, and 25% to personal expenses. It also provides estimates for monthly budget amounts and portfolio reset timeframes with targeted yield percentages.

    Original Description:

    Copyright

    © © All Rights Reserved

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The document outlines a budget for withdrawing funds from a trading portfolio for the second half of 2015. It shows the original and current portfolio size, with funds of $2,766,002.16 to be withdrawn. The current yield on the portfolio is 138.3%. The budget allocates 10% of withdrawn funds to tithes, 5% to commitments and offerings, 50% to additional investments, 10% to monthly costs and overhead, and 25% to personal expenses. It also provides estimates for monthly budget amounts and portfolio reset timeframes with targeted yield percentages.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    4 views2 pages

    Trading Budget PSE

    Uploaded by

    Rafael Luis So
    The document outlines a budget for withdrawing funds from a trading portfolio for the second half of 2015. It shows the original and current portfolio size, with funds of $2,766,002.16 to be withdrawn. The current yield on the portfolio is 138.3%. The budget allocates 10% of withdrawn funds to tithes, 5% to commitments and offerings, 50% to additional investments, 10% to monthly costs and overhead, and 25% to personal expenses. It also provides estimates for monthly budget amounts and portfolio reset timeframes with targeted yield percentages.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Budget for 2nd half 2015 : Trading Port

    Original Port Size 2,000,000.00


    Current Port Size 4,766,002.16
    Funds to be Withdrawn 2,766,002.16
    Current % Yield 138.30%

    Item Allocation
    Tithes 10%
    Commitments / Offerings / Benevolence 5%
    Additional Investments 50%
    A - Stocks
    B - Real Estate
    C - Insurance
    D - Emergency Funds
    E - Others
    Monthly Costs + Overhead 10%
    Personal 25%
    Total 100%
    g Port Monthly Budget Est Amount
    Internet And Mobile 2,500.00
    12.6.2015 Utilities 1,500.00
    30.6.2015 Food and Supplies 4,000.00
    Travel Fund 5,000.00
    Personal + EF 7,000.00
    Allocation
    276,600.22 Total 20,000.00
    138,300.11
    1,383,001.08

    Port Reset Timeframe Est Amount % Target Yield


    1 Month 20,000.00 1.00
    3 Month 60,000.00 3.00
    6 Month 120,000.00 6.00
    276,600.22 1 Year Challenge 240,000.00 12.00
    691,500.54
    2,766,002.16

    You might also like