Tuesday 17 November 2020

Net Worth: OCT 2020 part 2

Finally got access to the new Vanguard website - it tool almost a month after the old system had been turned off and I tried activating my login to the new system. I was able to update our SMSF estimate and finalize the other figures required for my end of month net worth calculation and have updated my monthly entry in networthshare

During October the value of my geared share portfolios had declined by $6,226 (2.1%) but this was offset by my estimated superannuation savings increasing by $6,131 (0.51%). The estimated value of our home increased slightly, increasing the value of my share by $1,814 (0.22%). We continued to slowly pay of the relatively small balance remaining on our home loan, so my share decreased by $254 (0.62%). Overall, my net worth increased by $1,973 (0.07%) during October to $2,643,488. The stock market has been performing strongly so far this month, so my NW for the end of November seems likely to have improved considerably.

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