enoughwealth's Net Worth for March 2020


Assets Value Change ($) Change (%)
Cash $0 - -
Stocks $250,920 ($30,867) (10.95%)
Bonds $0 - -
Annuities $0 - -
Retirement $1,131,526 ($55,725) (4.69%)
Home $823,974 $33,685 4.26%
Other Real Estate $1,377,952 - -
Cars $0 - -
Personal Property $0 - -
Other Assets $0 - -
$3,584,372 ($52,907) (1.45%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $42,484 ($248) (0.58%)
Other Mortgage(s) $1,040,452 - -
Student Loans $0 - -
Credit Cards $0 - -
Car Loans $0 - -
Other Debts $0 - -
Total Debts $1,082,936 ($248) (0.02%)
Net Worth $2,501,436 ($52,659) (2.06%)
*All values shown in AUD ($)
Notes:
Rebalanced SMSF investments from High Growth Index Fund to a 70:30 split of Conservative and Bond Index Funds in mid Feb, so suffered approx. 1/4 the loss in value of retirement savings that would have occurred if had left investment allocation unchanged. At end of March started to reinvest modestly in ETFs in my non-super portfolio.

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