June 2024 Update
Up until now I’ve been a lazy oik and only updated my net worth spreadsheet a few times a year. I’ve decided to try and start a monthly update post with some portfolio statistics as a record for myself as well as to try and enforce a regular cadence. I’ll carry this out at the start of every month (for the previous month). Starting off how I mean to carry on, I’m already nearly a month late with my first post. This means the July update will be in a weeks time . . in theory.
Net Worth Stats
Month | Savings Rate | Monthly NW Change | Yearly NW Change | Shares/Bonds APR (all time) | DC Pension APR (all time) | Crypto (all time) |
---|---|---|---|---|---|---|
May | 21.98% | |||||
June | 76.40% | 2.70% | 24.89% | 8.82% | 8.62% | 3.99% |
July | ||||||
August | ||||||
September | ||||||
November | ||||||
December |
DC Pension is 95% shares, 5% bonds
Comments
Full figures not available for May as I didn’t update the spreadsheet. May savings rate was poor because I pay flat rent in 4 instalments e.g. every 3 months. Don’t feel sorry for me - I’ve moved for a new job and the pay rise makes up for the need to rent. This is also what helped the yearly net worth change. That and the magnificent seven. No additional gold purchased yet. No watches purchased yet. Portfolio is slightly cash heavy at present as it’s awaiting some admin around getting additional funds into the latest broker account to purchase a global tracker. Hopefully this will happen by the July update.