Sunday, 31 May 2015

May 2015 Review

May saw my net worth increase by 1.1%, due to positive savings and higher pension & property valuations.

The value of my investment portfolio was down around 0.5%, with decreases in Europe and emerging markets ETFs. There were a number of dividends received in the month, but not enough to offset the lower portfolio value.

My pension fund unit values were up around 1% in what seemed to be quite a volatile month.

Property rental income was paid in full & on time.  I've recorded a small increase in the value of my existing property following a recent valuation. My new property investment is expected to complete in June or July, at which point i'll be looking to rent it out as soon as possible.

Cash balances were higher, with average savings and no new investments. There was a reasonable amount of planned travel expense in the month.

Year to date net worth growth: 15%
Year to date savings rate: 76%

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