Thursday 2 September 2021

Net Worth: AUG 2021

My monthly NW estimate has been updated in NetWorthShare for the end of August. Chart is in the side-bar.

Stocks and managed fund investments increased this month, up $7,499 (2.33%) to have $327,379 net equity in my geared share portfolios. But this figure includes using $9,500 from my home equity 'portfolio' loan that I used to purchase the 2002 S-type Jaguar. I have included the purchase price (8,000) as an asset under 'cars' so it doesn't affect my overall net worth.

Our estimated house price for August (my half) increased by $18,822 (1.94%) to $986,861. For some reason the pages where I normally get the average sales price data for our suburb has stopped displaying any data, so I used the more general corelogic house price index for the whole of Sydney and used the change since last month in that index to adjust our estimated house price.

The value of my retirement savings rose during August, to $1,523,170 (up $38,338 or 2.58%).

The value of my precious metals (gold and silver proof coin collection) decreased slightly during August, to $24,487 (down -$24 or -0.10%). My unallocated precious metal holdings with the Perth Mint online depository are included in the geared share portfolio net value.

Overall, my estimated NW reached $3,169,406 by the end of August - up by $72,857 (2.35%).

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