Thursday, 30 October 2014

October 2014 Review

October saw my net worth increase by 3%, with gains in property, equities & savings partly offset by lower pension unit values. There were also favourable fx movements in the month resulting in an update to my conversion rates.

The value of my investment portfolio increased by around 1.6% with steep falls in the beginning of the month more than offset by a stronger second half of the month & favourable fx movements.  I added to my UK & Europe positions following market falls.

My pension fund unit values fell slightly, mainly from UK & HK equities exposure.

Property rental income was paid in full & on time.  I increased the recorded value of my property by 5% following consistently increasing local valuations.

Cash balances were flat, with larger than average investments using up most of my savings in the month.  Costs were better than average, excluding some planned travel.

Year to date net worth growth: 25%
Year to date savings rate: 65%

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