Thursday, 30 April 2015

April 2015 Review

April saw my net worth increase by 1.4%, with strong savings, pension & investment performance.

The value of my investment portfolio was around 2% higher, despite a fall in the last couple of days. Equities and currencies (with affect a number of my ETFs) have been very volatile in the past week or so, so i'm on the look out for investment opportunities (despite most of my cash being tied up in a potential property purchase).

My pension fund unit values were up around 3% following a strong month in a number of major equities markets.

Property rental income was paid in full & on time.  A new property investment is in progress but i expect it will take a few months to complete.  There are likely to be some one off costs associated with the purchase but all should easily be absorbed by monthly savings.

Cash balances were lower following a tax payment and a small investment, although savings were quite reasonable. Income was strong but this was offset by some travel and entertainment costs during the month.

Year to date net worth growth: 14%
Year to date savings rate: 79%

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