Wednesday 30 August 2017

August 2017 Review

August saw my net worth increase by 0.7% driven by good income, moderate expenses and a flatter month in the markets.

The value of my investment portfolio increased close to 2% as equities markets performed well despite some volatility from political and economic events

On the other hand, Pension unit prices were fairly flat.  I suspect the divergence with equities and pension performance in the month is a function of valuation timing and fx fluctuations. I'm trying not to read too much into pension valuations from month to month given access to the funds is probably a long way off in the future!

Property income was in line with expectations.  Two tenants paid on time and the eviction of a problem tenant is still rumbling on longer than hoped.

Cash balances were higher on strong income and moderate expenses. There were some higher than planned travel costs but nothing to be too concerned about.


Year to date net worth growth: 16.9%
Year to date savings rate: 71%

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