Saturday, 30 August 2014

August 2014 Review

August saw my net worth increase by 1%, with gains in investments, pension funds and cash balances.

The value of my investment portfolio increased by close to 2% as equity markets continued their recent rally. I purchased small amounts of the HK Gov iBond along with standing monthly purchases of HK & China index trackers. These monthly purchases have subsequently been cancelled given the recent strength in these markets. A handful of dividends were also received.

My pension fund unit values increased by around 1% on the back of strong equities performance.

Property rental income was paid in full & on time and a renewal of the lease has now been signed. I expect a few renewal costs in the next month.

Cash balances were higher, with savings from income exceeding expenses & investments. Expenses were better than recent months although still tracking above plan.

Year to date net worth growth: 21%
Year to date savings rate: 67%

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