Tuesday 3 December 2013

Net Worth: November 2013

A rather weak month for the Australian stock market reduced the value of my leveraged share portfolios, but the value of my SMSF account still managed a slight increase due to the unhedged exposure to international share markets. The fall of the Aussie dollar boosted the value of the Vanguard HighGrowth Fund units, which form a large part of our SMSF investment portfolio. The recent rise in the Sydney real estate market boosted the estimated market value of our house, which also added to my net worth total this month.

Assets$ Amount$ Diff% Diff
Stocks *$219,413-$5,109n/a
Debts ^$ Amount $ Diff% Diff
Home Mortgage(s)$102,383$100.01%
Net Worth$1,145,446$5,7020.50%
* the Stocks figure is portfolio value - margin loans. The LVR is around 80% overall.
^ doesn't include the ~$675,000 of investment loans

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