Chart updated to end of MAY in sidebar.
Stocks/cash increased $7,015 (+2.55%) to $281,827 but a large part of that increase was the bi-annual allocation of employee shares via the ESPP. I bought some VGAD and VVLU ETF units in my Vanguard Personal Investor account. I will 'rebalance' to my target 80:20 allocation via any future purchases (by varying the ratio of VGAD:VVLU units I purchase in each tranche. The good thing about the Vanguard Personal Investor account is that there is no trade fee when purchasing Vanguard ETFs, and only a flat $9 trade fee when I eventually sell the accumulated units in an ETF.
Retirement savings (SMSF etc) increased by $99,697 (+4.91%) to $2,128,487, partly boosted by the final $20K NCC made during the month.
Est. valuation of our home (my half) was unchanged at $1,191,911 (for the fourth month in a row). And the 'Other real estate' (my 'lake house' and the investment apartment) decreased by -$13,272 (-0.61%) to $2,165,400.
Other assets (my online depository bullion account at Perth Mint, and the bullion value of my gold and silver proof coin collection) increased by $1,182 (1.90%) to $63,275. I am currently adding $200 worth of gold to my Perth Mint online depository account each month.
Overall, NW increased by $94,622 (1.99%) to $4,828,909 during May.
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