
Our spending was low at $3,257 ($A3,501). $1,860 of this is rent. The rate of return in USD terms was 0.10% vs. 0.22% for the MSCI World Index. In AUD terms we lost 1.17% as the Aussie Dollar rose against the US Dollar. Aussie small cap stocks, hedge funds, and commodities gained this month, while Aussie large caps dragged down returns:

These figures are currency neutral. There were no big shifts in allocation apart from about a 1% decline in Aussie big cap stocks and leverage. Net worth reached $448k (AUD 481k) an increase of $3k.
On the whole it wasn't a very eventful month.
No comments:
Post a Comment