bigchrisb's Net Worth for September 2014


Assets Value Change ($) Change (%)
Cash $1,000 - -
Stocks $668,000 ($28,000) (4.02%)
Bonds $384,000 ($42,000) (9.86%)
Annuities $145,000 ($5,500) (3.65%)
Retirement $191,000 ($4,000) (2.05%)
Home $770,000 $730,000 1,825.00%
Other Real Estate $20,250 $50 0.25%
Cars $6,500 - -
Personal Property $0 - -
Other $230,000 ($76,000) (24.84%)
$2,415,750 $574,550 31.21%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $616,000 $616,000 -
Other Mortgage(s) $500,000 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other $0 - -
Total Debts $1,116,000 $616,000 123.20%
Net Worth $1,299,750 ($41,450) (3.09%)
*All values shown in AUD ($)
Notes:
House is settled. Took a $30,000 hit on stamp duty last month. Low expenses month last month, savings rate around 71%. Sold my TSe stock for a profit at $1.40. Its since risen further, but fallen again to where I sold. Probably made the right move realizing a profit. Participated in AGK and QBE rights/share purchase plans. QBE plan substantially scaled back. Stocks slipping a bit at the moment. Would love them to tank over the next 12 months to allow for some more bargain hunting as my liquidity improves! I bought $30k worth of VAS in the trust. Moved $7200 of MLT from my own name to the SMSF.

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