Friday 27 February 2015

February 2015 Review

February saw my net worth increase by 1.3%, mainly a result of strong pensions performance and high savings.

The value of my investment portfolio was flat, with only a small amount of dividends and no significant investments during the month. Many equities markets are looking quite high at the moment (with a new high reached in the FTSE100), so i'm sitting on the sidelines for now.

My pension fund unit values increased by around 2% from strength in the HK and UK equities markets.

Property rental income was paid in full & on time.

Cash balances were higher, with healthy income, low expenses and a lower tax accrual (i'd over accrued).  Cash should spike up again in March from an expected lump sum of income.

Year to date net worth growth: 2.8%
Year to date savings rate: 61%