Monday, 30 September 2013

September 2013 Review

September saw my net worth increase by 1.4%, with a healthy savings rate and stronger pension fund performance.

The value of my investment portfolio was broadly flat. Whilst many unit values increased, there were offsetting foreign exchange movements.

My pension fund unit values increased helped in particular by increases in the HK equities market earlier in the month.

My property saw a change in tenant but luckily no vacant period. There were a number of turnover costs but the new rent is around 6% higher.

Cash balances increased with good income and no significant expenses or investments.

Year to date net worth growth: 33.8%
Year to date savings rate: 73%

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