Saturday, 30 January 2016

January 2016 Review

January saw my net worth increase by 0.3%. Investment and pension funds continued to struggle but fx movements were favourable.

The value of my investment portfolio was fairly flat after adjusting for fx.  This was largely thanks to a rally at the end of the month, with volatility throughout the month. There were no signifiant purchases, it is difficult to have much confidence to invest right now.

Pension unit prices were down around 2%, i don't think the month end rally is reflected yet in unit values.

Rental income on both properties was paid in full & on time.

Cash balances were lower with a large annual tax payment (which was accrued) and some planned travel costs.

Year to date net worth growth: 0.3%
Year to date savings rate: 38%

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