Net-worth September 2017

 

$291,707.52

($4,956.42)

Status Report:

Bonds In the Mix

I kept up with my 50% savings rate and managed to squirrel away 5k to my Vanguard accounts again, to which I have added a Global Bond Index fund to help round out and balance my portfolio. I am yet to know for sure what my portfolio will look like in terms of asset allocation and percentages, but getting some bonds into the mix feels right.

I will work on making my idea percentage breakdown on paper and endeavor to refer to it and adjust as one sector performs better than another.

 

Australia Index Fund World Index Fund Global Bond Fund Combined Total
Value $56,239.76 Value $58,774.96 Value $4,948.90 Value $119,963.62
Difference -$97.63 Difference $1,813.73 Difference Difference $1,716.10
Percentage -0.17% Percentage 3.18% Percentage Percentage 3.01%