March 2020 NET WORTH $531,373 (-$30,471)

March 2020 NET WORTH $531,373 (-$30,471)

Market beating continues 🙁 

Rebalanced portfolio by taking advantage of some tax lost harvesting methodology. Sold MLT on loss to be able to offset some CGT by the earlier sell of NAB & WBC. Overall, put extra $30K into the market by investing on diversified global and local ETFs.

Highlights

  • Saving rate : 51.10%  
  • Investment:  Sold out MLT worth about $19.5K,  Bought: NDQ,IVV,A200,VAS for abou $50.5K
  • Dividend income : $651

Happy Investing. See you next month.

 

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