Saturday, 30 November 2013

November 2013 Review

November saw my net worth increase by 0.9%, with a lower than average savings rate and weaker investment performance.

The value of my investment portfolio was down around 1% following a very strong October, with emerging markets and metals falling.  New purchases for the month included more units of the Emerging Markets High Dividend ETF (SEDY.L) and a small amount of gold.

My pension fund unit values were fairly flat for the month.

Property rental income was lower following a few repairs needed at the start of a new tenancy.

Cash balances were fairly flat with new investments offsetting monthly savings. Income was a little lower than average and expenses were higher, including my annual gym membership paid in one go.

Year to date net worth growth: 38.6%
Year to date savings rate: 70%

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