Wednesday, March 02, 2011

Moominvalley February 2011 Report

As usual everything is in USD. The AUD rose a little from 99.8 US cents to 101.7 US cents. This improved our returns in USD terms. World stock markets rose with the MSCI World Index gaining 2.16% for the month. Here is the summary account for February:

Non-investment income and retirement contributions increased as I earned money for the first full month at my new job (I started 10th January). Retirement contributions are up too of course. 19% of my pre-tax salary is going into my retirement account - (% is a contribution by my employer on top of my nominal salary and 10% is a voluntary contribution by me from the stated salary). The numbers should look like this throughout this calendar year now. Expenditure was a little high at $4,608, though there are some good reasons for that. Underlying investment returns were good.

Net worth rose in USD terms by $28k (rose by $A18k in AUD terms to another post GFC high) to $526k ($A517k) and all time high in USD terms.

There was little change in investment allocation. Investment return was a gain of 4.07% in USD terms. In AUD terms we gained 2.05% and in currency neutral terms 2.66%. All asset classes gained. Australian small cap and US stocks were the best performers in currency neutral terms followed by private equity.

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