Tuesday, 2 August 2011

July 2011 Net Worth - 128,000 (+3%)

Assets: 485,000
Liabilities: 357,000

Net worth: 128,000

The increase in net worth was less than expected due to negative movements in the value of my stock portfolio (especially from my U.S. holdings which now make up ~50 - 60% of my portfolio).

Credit card debt as also up after a trip overseas however cash spend was down during the same period which allowed for a greater than expected level of investment.

Tax returns and bonus payment next month should significantly increase August's net worth.

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