Friday, 28 February 2014

February 2014 Review

February saw my net worth increase by 1.5%, with increases in my investments & pension funds, along with a higher savings rate.

The value of my investment portfolio increased over 2%, reversing most of the decline in January. Purchases were limited to standing monthly purchases of the HK and China indices. One notable increase was in gold, with the first move up for a long time. The China CSI Index ETF fell to a very low level by the end of the month, leading me to consider further purchases. Developed market ETFs generally performed better.

My pension fund unit values increased by around 2%, more than reversing the decline in January

Property rental income was paid in full & on time.

Cash balances increased with no major expenses or investments and a better savings rate of 58% for the month.

Year to date net worth growth: 2.6%
Year to date savings rate: 52%