enoughwealth's Net Worth for August 2014


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $229,918 ($4,761) (2.03%)
Bonds $0 - -
Annuities $0 - -
Retirement $622,575 $7,121 1.16%
Home $528,587 $16,065 3.13%
Other Real Estate $325,000 - -
Cars $0 - -
Personal Property $0 - -
Other $0 - -
$1,706,080 $18,425 1.09%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $100,354 ($1) (0.00%)
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $100,354 ($1) (0.00%)
Net Worth $1,605,726 $18,426 1.16%
*All values shown in AUD ($)
Notes:
The figure listed for "Home" is the latest monthly estimated value of my half of our house, and the figure for "Home Mortgage(s)" is my half of our remaining home loan balance. The figure listed for "Other Real Estate" is the hobby farm my parent's gifted to me in March 2014 (my 'inheritance') at cost price (ie. don't update monthly valuation) as the kids will inherit it. Included as maintenance costs impact my cashflow/savings. The figure listed for "Stocks" is the net value of my geared share portfolios. The monthly percentage change often shows large swings and doesn't represent the change in the underlying portfolio value. The Retirement figure is the balance of my account in our Self-managed Superannuation Fund (SMSF).

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