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Tuesday, 4 June 2013

Net Worth Update: May 2013

After a good run up during the month, the stock market reversal in the final week of May left my net worth at a slightly lower point than it started. Still no serious interest in our investment property, and the tenants have fallen behind in their rent payments. DW remains keen on property as an investment class, but, despite the poor performance of the Australian stock market since the GFC, I'd still rather have our house as my only direct property investment.

Assets$ Amount $ Diff% Diff
Stocks *$8,997-$15,846n/a
Retirement$496,609-$4,280-0.85%
Properties$875,262-$575-0.07%
Debts$ Amount $ Diff% Diff
Home Mortgage(s)$363,237-$104-0.03%
Net Worth$1,017,631-$20,598-1.98%
* the Stocks figure is portfolio value - margin loans

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