enoughwealth's Net Worth for July 2013


Assets Value Change ($) Change (%)
Cash $0 - -
Retirement $523,216 $26,856 5.41%
Personal Property $0 - -
Annuities $0 - -
Stocks $15,694 $5,246 50.21%
Other Real Estate $0 - -
Cars $0 - -
Bonds $0 - -
Home $864,689 ($15,812) (1.80%)
Other Assets $0 - -
$1,403,599 $16,290 1.17%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $363,014 ($89) (0.02%)
Other Mortgage(s) $0 - -
Car Loans $0 - -
Other Debts $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Total Debts $363,014 ($89) (0.02%)
Net Worth $1,040,585 $16,379 1.60%
*All values shown in AUD ($)
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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