Friday 1 April 2016

March 2016 Net Worth: $739,900 (+2.7%)

This month was a pretty good month...I managed to get away for a 2 week break overseas and also to do pretty well in terms of my net worth performance.

Instead of a long rambling summary I thought I would get straight into the numbers.  Below I have included a detailed breakdown of my net worth performance.




In line with the new way I disclose my net worth and the extra detail provided I thought I would address each of the major categories in turn.

Direct Share Investments: +$7,800

I didn't invest anything new in the share market this month and the total gain was due to positive share market moves.  Given the real pain I have taken over the last few months this was a welcome relief.  

Most of these gains came from industrial type stocks.  I made quite a large move into resources and oil exposures while the price was falling and given the low oil price these bets haven't paid off for me yet.  I'm currently considering investing more in this space but am a little gun shy at the moment

Other Investment Assets: +$4,500