It's been a while since our last net worth update, and I'm excited to share some positive developments. The primary catalyst for the upswing is the increased valuation of our properties, a conservative estimate that has significantly contributed to the overall growth.
Let's delve into the numbers:
- Property Valuation Boost:
A noticeable uptick in net worth, with property valuation being a key driver.
Despite a year-to-date equity dip of 1%, we've successfully elevated our expected dividend plan to nearly 70k.
- Strategic Investment Moves:
Our investment accounts are currently on the lower side due to substantial deployments.
Notably, we've strategically reduced the size of our saving cash, redirecting funds into safer assets for fixed income, as reflected in the downward slope of Non-Productive assets.
Surprise Milestone Achieved
An unforeseen milestone has surfaced - the current fixed-rate loan at 1.5% still has a year and a half remaining.
Conducting a stress test, we've realized that, by combining our main...