This was the 6th month of positive investment returns in Australian Dollar terms (7th in USD terms). We yet again hit new net worth highs in both Australian and US Dollar terms of $A754k (+$A38k) and $US784k (+37k). The Australian Dollar was fairly stable.
Our rate of return was 3.74% in USD terms versus 2.31% for the MSCI and 0.91% for the S&P500. In Australian Dollar terms we made 4.01%. Performance has outstripped the MSCI for the last several months:
This month's gains were mostly due to strong gains in Australian shares but all asset classes except commodities rose. The monthly accounts (in US Dollars) look like this:
The house-buying fund reached $A152k, so we have reached our goal.