Sunday 28 February 2016

February 2016 Review

February saw my net worth increase by 1%.  Investment performance improved and expenses were low.

The value of my investment portfolio increased by just under 1%. For most of the month this was looking lower but markets picked up in the past few days.  There were no new investments in the month and no significant dividends received.

Pension unit prices were fairly flat, although the UK based fund seemed to perform better than the HK funds.

Rental income on both properties was paid in full although one was paid late.  I'm not too concerned at this stage as it seems the tenant is making an effort to resolve the issue and may potentially pay a few months in advance next month.

Cash balances were higher as expenses were low. I also made an adjustment to release some tax accrual which also contributed to the improvement this month.

Year to date net worth growth: 1.3%
Year to date savings rate: 53%