Tuesday 2 January 2024

Net Worth - DEC 2023

Chart updated to end of December in sidebar.

Stocks/cash increased $4,966 (+2.18%) to $233,101.

Retirement savings (SMSF etc) increased by $76,339 (4.84%) to $1,652,778 in line with the market trend and our asset allocation.

Est. valuation of our home (my half) increased by $30,161 (2.72%) to $1,139,571. The 'Other real estate' (my 'lake house' and the investment apartment) increased by $21,101 (1.02%) to $2,092,945.

The outstanding balance of the investment property mortgage remains at $999,993 during the 'interest only' period of the mortgage.

Other assets (my online depository bullion account at  Perth Mint, and the bullion value of my gold and silver proof coin collection) decreased by -$773 (-2.04%) to $37,074. Doing its job as an asset class that has low correlation with equities and real estate I guess.

Overall, NW increased by $131,794 (3.27%) to $4,163,476 during December.

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