PPM Analysis (JUN24-JUN27)
// Notes //
Pending to add/offset the following:
EFI-MR/Cash [every JUL for JUN]
EFI-Holding [every JUL for JUN]
Dividends/Franking Credits [every SEP for DEC]
US-Inv [every DEC]
// Summary //
Initial PPM Bal: 100K
Target JUN27: 250K [excl add/offsets]
Target JUN27: +150K [from add/offsets]
Est. Net Change: 250K+150K-100K=+300K [3Y] = 300K/3=+100K/annually
