Sunday, 2 April 2017

March 2017 Review

March saw my net worth increase by 7.4% with very high income along with pension gains.

The value of my investment portfolio was fairly flat and is now having minimal impact on net worth following a number of disposals. I need to give some thought to investment strategy going forward as i am likely to have some residual cash spare to invest again following a planned property purchase.

Pension unit prices were up around 2% driven by equities market increases.

Property income was lower than plan.  One property paid on time, one missed their rent payment (i now expect them to leave soon) and one remained vacant. A tenant for the vacant property had been found but appears to have pulled out, so it will go back on the market.  A fourth property investment is planned to complete in the next month or so.

Cash balances were significantly higher following a lump sum of income. Whilst this will come down with a planned property purchase it is still likely to remain on the high side for now.


Year to date net worth growth: 12%
Year to date savings rate: 82%

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