Tuesday, 30 September 2014

September 2014 Review

September saw my net worth increase by 0.3%, with falls in investments and pension funds, along with larger than average expenses, offsetting most of the month's income.

The value of my investment portfolio fell by around 1.5% as equity markets fell, with a particularly sharp drop in HK following the recent political protests. My small amount of Apple shares were disposed of during the month, realising a large capital gain.

My pension fund unit values fell by around 1.5% in line with falling equities markets.

Property rental income was paid in full & on time with a small annual expense paid.

Cash balances were higher, with savings from income and a small investment disposal. Expenses were higher partly due to some IT upgrades.

Year to date net worth growth: 21.5%
Year to date savings rate: 66%

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