December saw my net worth increase by 1%, mainly a result of gains in equities, pension funds, and foreign exchange movements during the month.
The value of my investment portfolio increased by around 1% with sharp falls in early December more than offset by increases towards the end of the month. There were also a number of larger dividends earned during the month and a large capital gain was realised. I've done a separate post summarising December's purchases & sales.
I updated the fx rates used to assess net worth, following a sustained strengthening of HKD/USD against GBP.
My pension fund unit values also increased around 1% despite weakness in early December
Property rental income was paid in full & on time.
Cash balances were higher, with investment sales exceeding purchases. Savings were also reasonable, despite some travel & Christmas related expenses.
Year to date net worth growth: 28%
Year to date savings rate: 64%
I'll follow this with a 2014 full year review post, and a separate look ahead to 2015.
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