Tuesday, 30 June 2015

June 2015 in review

Millionaire by 2020 2019 Plan – June 2015 Update
Millionaire by 2020 2019 Plan – June 2015 Update

In June, the fall in the share market really started to take its toll on the MoH.  The Millionaire by 2020 2019 plan tracker fell for the first time this calendar year to 42.6%.  This was a 0.3% drop from May, but not unrecoverable.  And it’s still way up on my target of 26.3%.  

My shares sank again; they’re now 14% lower than their February high.  Super and cash were both up by a fraction.

As predicted, credit card payments fell due, along with my annual margin loan interest payment, which both impacted my cash balance.

My goals bucket expenditure was quite minor – some small appliances and professional membership fees, which you could argue shouldn’t have come from the bucket in the first place.  But it’s not like I’ve used it for anything else recently!