Net-worth July 2017

$275,753.75

(-$717.25)

Status Report:

Massive accountant bill this month of over 3k and I paid for some family medical expenses that unexpectedly arose. The tax bill was a combination of last years tax return and some professorial advice I sought from a Financial Planner. I was charged a lazy G for the privilege of meeting this Adviser. This is the third such professional I have seen in my time on this earth, and I now know that I am a DIY investor. No body cares more about your money than you, so I feel if I do a little research and make the decisions on where to invest my money, 1. its free and 2. I have ownership of it making me accountable.

I ate into my walking around money this month, I still invested 5k with Vanguard half to my ASX index fund and the other into the International Index Fund.

 

  

My Portfolio Position July 2017

 

Vanguard Performance for the Month was down 3.34%, Its all good, that means I will be buying at a discount for the month of September ;-D

Australia Index Fund World Index Fund Combined Total
Value $53,433.31 Value $54,029.87 Value $107,463.18
Difference -$868.69 Difference -$959.13 Difference -$1,827.82
Percentage -1.60% Percentage -1.74% Percentage -3.34%