How much wealth is enough? How do you get it and keep it? How can you pass it on to future generations? An Aussies thoughts on all these topics and more...

Thursday, 1 May 2008

Net Worth Update: April 2008

April showed gains in all areas of my portfolio and I ended the month up (2.67%) for the month, to $1,072,448:


Property valuations +$.6,249 (+0.74%) to +$849,227
Mortgage loans..... -$....20 (-0.01%) to -$366,520
Retirement accounts +$.8,066 (+2.73%) to +$303,850
Stocks & other..... +$13,505 (+4.96%) to +$285,891


My monthly retirement contribution from April (around $4,200) isn't showing in this month's figures as the employer contribution hasn't appeared in my SMSF bank account yet.

For those that are interested in household net worth figures:

Enoughwealth....... +$1,072,448
DW................. +$..540,104
DS1................ +$...43,755
DS2................ +$....7,133
TOTAL Household NW. +$1,663,439


Copyright Enough Wealth 2008

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