Thursday 1 February 2024

Net Worth - JAN 2024

Chart updated to end of January in sidebar.

Stocks/cash increased $7,615 (+3.27%) to $240,716.

Retirement savings (SMSF etc) increased by $25,722 (1.56%) to $1,678,500 in line with the market trend and our asset allocation.

Est. valuation of our home (my half) decreased by -$1,296 (-0.11%) to $1,138,275. The 'Other real estate' (my 'lake house' and the investment apartment) increased by $1,795 (0.02%) to $2,094,740. So overall the real estate asset class had negligible impact to my NW during the past month.

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.

Other assets (my online depository bullion account at  Perth Mint, and the bullion value of my gold and silver proof coin collection) increased by $582 (1.57%) to $37,656.

Overall, NW increased by $34,418 (0.83%) to $4,197,894 during January.

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