enoughwealth's Net Worth for June 2013


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $10,448 $1,451 16.13%
Bonds $0 - -
Annuities $0 - -
Retirement $496,360 ($249) (0.05%)
Home $880,501 $5,239 0.60%
Other Real Estate $0 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,387,309 $6,441 0.47%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $363,103 ($134) (0.04%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $363,103 ($134) (0.04%)
Net Worth $1,024,206 $6,575 0.65%
*All values shown in AUD ($)
Notes:
The "Stocks" figure is the net value of my geared share portfolio. Due to the large portfolio value/margin loan balance, this 'net' figure for "Stocks" is affected greatly by relatively small movements in the stock market, especially post-GFC when the loan balance has been ~= portfolio value. When my geared share portfolio drops into negative equity it is listed as "other debts" (since a negative figure cannot be entered for "Stocks"). The figure listed for "Home" is the latest monthly estimated value of my half of our house and investment property, and the figure for "Home Mortgage(s)" is my half of our total property loan balances.

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