Tuesday 2 April 2024

Net Worth - MAR 2024

Chart updated to end of March in sidebar.

Stocks/cash increased $11,724 (+4.81%) to $255,683.

Retirement savings (SMSF etc) increased by $55,047 (+3.19%) to $1,783,193 in line with the market trend and our asset allocation.

Est. valuation of our home (my half) increased by $1,036 (+0.09%) to $1,140,089. The 'Other real estate' (my 'lake house' and the investment apartment) increased by $6,069 (+0.29%) to $2,114,079.

The outstanding balance of the investment property mortgage remains at $999,993 during the 'interest only' period of the mortgage. Another ~4 years remain of the 'interest only' period. During that time I will accumulate as much cash as possible in the offset account to reduce the effective loan balance.

Other assets (my online depository bullion account at Perth Mint, and the bullion value of my gold and silver proof coin collection) increased by $3,528 (+9.28%) to $41,560.

Overall, NW increased by $77,404 (+1.81%) to $4,342,611 during March.

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