Kathy AU Comp (MAY23)
Congrats. We've milked 1.1M (Gross) since you've joined.
Net is about 759K. We've increased our equity by 436K with an Avg NSR % of 57% annually (As of 2022).
This is only based on your Total Comp. This doesn't reflect our Total Equity including our Investments and Property.
Notes:
- Updated Inv Alloc to reflect increased equity
- 2023 is preliminary on your Bonus amount, but Salary is your current
- Once 2023 is final, I'll update the Inv Alloc
- Goal is to allocate about 12.5% to Prop2 (Investment Property)
- Prop includes both Mortgage+STRATA (2.5K*12 Mortgage+6K STRATA)
- I've reduced EFI from 25K-to-12K to offset Prop2+KBInvT
- Also note this doesn't reflect our Fixed-to-Variable rate in SEP23, subject to change as needed
