Saturday, 10 May 2014

Net Worth Update (April 2014)

Current Net Worth
Assets
Mar-14
Apr-14
Change
% change
Savings Account 1
$2,311.73
$7,081.85
$4,770.12
206.34
Savings Account 2
$4,306.46
$2,185.46
($2,121.00)
-49.25
Savings Account 3
$38,915.06
$39,440.36
$525.30
1.35
Stock Holdings
$9,760.00
$9,860.00
$100.00
1.02
Phillip Money Market Fund
$40,095.18
$40,105.56
$10.38
0.03
Physical cash
$1,000.00
$1,000.00
$0.00
0.00
Market Value Of BTO Flat (to be built in 2016/2017)
$750,000.00
$750,000.00
$0.00

Total Assets
$846,388.43
$849,673.23
$3,284.80
0.39





Liabilities




Home Loan
$617,500
$617,500
$0.00
0.00





Net Worth (including flat to be built in 2016/2017)
$228,888.43
$232,173.23
$3,284.80
1.44
Investible Net Worth
$96,388.43
$99,673.23
$3,284.80
3.41


8 comments:

  1. how come no one includes their CPF networth?

    ReplyDelete
    Replies
    1. Hi Kyith,

      I don't consider CPF monies as 'investible' haha

      Delete
    2. does that mean that the hdb flat is more investable?

      Delete
    3. Hi Kyith,

      Home equity is included in "Net Worth", not "Investible Net Worth".

      Cheers!

      Delete
    4. one question an investor wants me to ask is, how come so much in cash and net cash

      Delete
    5. Hi Kyith,

      My wedding and house are coming soon. Liquidity is my priority for now.

      Cheers!

      Delete
  2. Congrats on completing the cfa level 2 and hitting the 100k milestone along with the new job.

    Its been an eventful year for you.

    ReplyDelete
    Replies
    1. Hi B,

      Thanks! Yeah it's been super hectic the past few months. Finally get to have some rest!

      Cheers!

      Delete

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