June saw my net worth increase by 1.6% with significant fx gains and investment performance following the Brexit vote offsetting very high expenses.
The value of my investment portfolio increased around 6% following a wild ride in the markets. This was mainly driven by exchange rate movements, in addition to a strong rally in a number of investments in the last few days of the month, after an initial drop following the vote. Some large dividends came in at the end of the month and a few more are expected in July.
Pension unit prices were fairly flat, but the value increased around 2% with fx movements.
All rent was received on time, including a catch up for some overdue rent from the prior month. I am actively considering another property investment in the uk and should have more news in the next few weeks.
Cash balances were higher with no investments, but expenses were very high. Whilst a lot of this was some one off fitness / health related costs, underlying expenses and in particular food and drink remain high. There were also some travel, gift and property costs in the month.
Year to date net worth growth: 14.7%
Year to date savings rate: 71%
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