May saw my net worth increase by 1.1%, with gains in investments & pension funds, along with moderate savings.
The value of my investment portfolio increased by around 1.5%. Purchases were limited to standing monthly purchases of the HK & China indices and an RMB bond ETF (using up my spare RMB cash), with quite a few dividends in the month.
My pension fund unit values increased by around 2%, with gains across most equities markets.
Property rental income was paid in full & on time with no additional expenses.
Cash balances were flat with good income but higher than expected expenses, with a number of social events in the month. Expenses are running well above plan this year, which is becoming a bit of a concern, albeit more than offset by higher than planned income. The was just one medium sized investment in the month.
Year to date net worth growth: 17%
Year to date savings rate: 73%
