Tuesday 30 May 2017

May 2017 Review

May saw my net worth increase by 1.2% driven by high income and pension gains.

The value of my investment portfolio increased by around 2% as equities markets performed well.

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

Property income was very high.  One property paid on time, one became occupied and paid the full contractual rent in advance. One continued to miss rental payments but the tenant should be leaving soon and i expect to recover some if not all of the missed rent.  A tenant was also found for the recently completed property purchase which should be occupied very soon.

Cash balances were a lot higher on strong income and property income in particular, offset by moderate expenses.


Year to date net worth growth: 13.7%
Year to date savings rate: 78%