As you can see almost all the investment gain came from foreign exchange gains with just $928 of underlying returns. Of course, we lost money in terms of Australian Dollars. Non-investment income of $11,000 a month is the new normal... Expenditure was $5,533. We had to spend about $600 on car repairs/service. But apart from that it's hard to say where the money went... (It's AUD 5,058 and $4,500 without the car expenses is pretty normal).
The rate of return was 4.10% in USD terms narrowly underperforming the market, 0.17% in currency neutral terms, and -1.43% in AUD terms.
Net worth rose in USD terms by $31k (rose by $A0k in AUD terms) to $573k ($A524k) another all time high in USD terms.
Investment allocation saw a small increase in private equity due to gains in OCP.AX. and a small reduction in Australian stocks due to market movements.
1 comment:
Hello,
My name is Marc Brown. I am a financial writer as well as a skilled coupon clipper, a Dad, and the frugal gatekeeper of my household. I am trying to build up my portfolio and would love to post as a guest on your site. Frugality, debt, budgeting, personal finance, and managing the household have always come naturally to me and it’s something I really enjoy writing about. I would be glad to come up with something unique and interesting to contribute to your blog or write about any ideas you may have for a guest post.
Should you publish my post, I’ll be happy with a simple attribution with my name and the site I co-author. Let me know what you think and what topics you are looking for that you haven’t already covered or I can just come up with something unique that hasn’t been done yet.
I look forward to hear from you.
Thanks so much!
Marc Brown
marcbrown2050@gmail.com
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