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Monday, 1 March 2010

Net Worth Update: February 2010

Stock portfolio value increased during February, which meant our SMSF account also rose (as our superannuation is largely invested in the stock market via the Vanguard High Growth Index Fund). The gain in the SMSF valuation was also boosted by three months of employer contributions being deposited during the month. Our real estate investments saw a modest rise in valuations compared to the previous month's data, but at this stage it looks like the March figures will show another significant rise in property sale prices in our suburbs.

Assets___________$ Amount______$ Diff_____% Diff
Stocks____________$47,466______$1,080_____2.33 %
Retirement_______$324,693______$6,113_____1.92 %
Home_____________$846,795______$3,643_____0.43 %
Total Assets___$1,218,954_____$10,836_____0.90 %

Debts____________$ Amoount_____$ Diff_____% Diff
Home Mortgage(s)_$364,622_________$85_____0.02 %
Total Debts______$364,622_________$85_____0.02 %

Net Worth________$854,332_____$10,751_____1.27 %

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