Thursday, 29 June 2017

June 2017 Review

June saw my net worth increase by 0.9% driven by high income, investment and pension gains.

The value of my investment portfolio increased by around 2% as equities markets performed well. Despite materially downsizing the portfolio, given continued strength in the markets it is continuing to have a positive impact on net worth

Pension unit prices were also up just under 2% driven by equities market increases.

Property income was lower than expected.  Two tenants paid on time, although a lot of the rent was wiped out by some unexpected maintenance costs.  One tenant continued to miss payments and we're working on an exit plan.

Cash balances were higher on strong income partly offset by higher than average expenses. This included some travel costs.

Year to date net worth growth: 14.8%
Year to date savings rate: 75%

No comments:

Post a Comment