In September there was a change in the monthly property sales data available for the suburbs where we own residential property, and I took the opportunity the re-jig the formulae used to estimate the current market values of our properties, so the estimates are closer to the actual prices similar properties have sold for recently. This resulted in a one-off drop in the valuation of my property portfolio of about $40,000 as I can't be bothered to spread the $40,000 adjustment over the past 8 years over price estimates.
There's not much point in posting all the monthly figures since September, as they are available from networthiq (see the chart in the RH margin).
In my share portfolio not much has changed - my Fosters shares [FGL] were liquidated via the 'scheme of arrangement', and I used most of the proceeds to reduce my margin loan balance a bit, although I did reinvest about half the money in two ETF that are linked to the ASX200 - the iShares S&p/ASX High Dividend ETF [code IHD], and the Russell High Dividend Australian Shares ETF [code RDV].
Assets___________$ Amount Stocks_*_________-$34,760 Retirement_______$385,727 Properties_______$890,260 Debts____________$ Amount Home Mortgage(s)_$359,278 Net Worth________$881,948* the Stocks figure is portfolio value - margin loans. As my portfolio value (and margin loan debt) is around $500,000 relatively small movements in the stock market produce huge percentage swings in the net value of my stock portfolio each month.
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