Friday, 30 October 2015

October 2015 Review

October saw my net worth increase by 1.7%, with a rebound in equities and pension fund values along with a good level of savings.

The value of my investment portfolio was up over 2.5%, with increases across most markets, albeit with a slight pull back at the end of the month. There were also a lot of dividends received during the month, but no major investments.

Pension unit prices increased by close to 4%, following global equities markets higher.

Rental income on both properties was paid in full & on time with one small maintenance bill.

Cash balances were higher with good savings and no major investments or expenses.

Year to date net worth growth: 16%
Year to date savings rate: 67%

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