Sunday 30 July 2017

July 2017 Review

July saw my net worth increase by 1.2% driven by high income, lower expenses and investment gains.

The value of my investment portfolio increased by over 2% as equities markets performed well and a few large dividends were received.

Pension unit prices were also up over 2% driven by equities market increases. Every month so far this year has seen an increase, i'm finding it hard to see how much longer this can go on!

Property income was lower than expected.  Two tenants paid on time and i'm hoping to evict a problem tenant as soon as possible.

Cash balances were higher on strong income and relatively lower expenses.


Year to date net worth growth: 16.2%
Year to date savings rate: 74%