Wednesday 5 March 2014

Net Worth: January 2014

There was almost no change in my net worth during January as the drop in value of my SMSF account balance was almost exactly offset by the increase in estimated house equity. Despite the slight down-turn in the stock market, my geared stock portfolio ended the month almost unchanged.

Assets$ Amount$ Diff% Diff
Stocks *$219,296$645n/a
Debts ^$ Amount $ Diff% Diff
Home Mortgage(s)$102,385$90.01%
Net Worth$1,163,115$50.00%
* the Stocks figure is portfolio value - margin loans. The LVR is around 80% overall.
^ doesn't include the ~$675,000 of investment loans, as these are already deducted when calculating the value of my geared stock portfolio.

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