Sunday, 22 December 2013

December 2013 Review

I'm closing the month a few days early before some festive travel. I'll do some more detailed analysis of 2013 in January, along with planning for the new year.  Wishing you all a Merry Christmas and a Happy New Year!

December saw my net worth increase by 0.6%, with good savings offset by weaker investment performance.

The value of my investment portfolio was down over 1% following decreases in many equities markets along with some adverse fx movements. Purchases were limited to standing monthly purchases of the HK and China indices. Dividends were healthy, as they have been for the past 4 months. The critical mass of regular dividend paying ETFs is starting to contribute a reliable (albeit small at this stage) income stream.

My pension fund unit values fell around 1% during the month in line with global equities.

Property rental income was back to normal with no further expenses.

Cash balances increased with minimal investments and a good savings rate. I'm expecting most of my Christmas costs to come through in January.

Year to date net worth growth: 39.5%
Year to date savings rate: 69%

1 comment:

  1. Congratulations on having such a great financial year.