Cash flow
Monthly income vs spending
Income
$13,413
per month
Expenses
$8,128
per month
Surplus
$5,286
per month
Properties
2 properties
Value
$1,620,000
Equity
$755,000
Debt
$865,000
Avg LVR
54.4%
Monthly
$3,575
Annual interest
$39,521
Your properties
Primary Residence — Brunswick
primary
Value
$980,000
Equity
$495,000
LVR
49.5%
Investment Apartment — South Yarra
investment
Value
$640,000
Equity
$260,000
LVR
59.4%
Investments
Stocks, crypto, cash & super
Total portfolio
$189,001
Stocks, crypto and cash
+ $142,300 super (illiquid)
Stocks / ETFs
$68,128
Crypto
$72,373
Cash
$48,500
Super
$142,300
illiquid
Performance
Week
+$228
Month
+$9,149
Super forecast
7% p.a. return · anchored from data entry
1 year
$240,056
+$14,375 contributions
+$14,764 at 7%
5 years
$367,697
+$71,875 contributions
+$84,905 at 7%
10 years
$558,655
+$143,750 contributions
+$203,988 at 7%
Holdings
5 holdings
VAS.AX
320 units
$31,424
+11%
AAPL
45 units
$14,672
+30%
VTS.AX
180 units
$22,032
+11%
Wealth Projection
Based on current rate & assumptions
Net worth today
$1,098,301
In 5 years
$2,145,829
+$1,047,528 (95%)
Projections are estimates based on assumed growth rates. Adjust rates in Settings.