Monday 31 October 2016

October 2016 Review

October saw my net worth increase by 1.3% with a good savings rate and improved investment performance.

The value of my investment portfolio increased around 3% although a lot of this seems to be foreign exchange related, and a consequence of having GBP denominated ETFs holding non GBP equities with a weaker pound. Dividends were higher than average.

Pension unit prices were fairly flat, with the hkd portfolio lower, and gap portfolio higher (probably also fx related).

All rent was received broadly on time. My new property investment will now complete in mid November and i'll look to get it on to the rental market as soon as possible after then. There should be minimal costs before marketing it.

Cash balances were a lot higher, with a net inflow from investments, higher interest and dividend income, and a good savings rate. Expenses were average, including some travel expenses.


Year to date net worth growth: 20.9%
Year to date savings rate: 66%

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