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Welcome back, Alex

Your portfolio is up

+$117,500

Since inception · 3 properties · 3 co-ownership structures · 9 co-owners

Portfolio Value

$1,205,000

+14.2% this year

Total Invested

$1,087,500

Annual Income

$93,840

+8.3% this year

Avg. Yield

5.4%

+0.3% this year
Portfolio Growth
+14.2% YTD
Jul '23Aug '23Sep '23Oct '23Nov '23Dec '23Jan '24Feb '24Mar '24Apr '24Jun '24$0k$350k$700k$1050k$1400k
Allocation by Value
Bondi Beach
$368,000
South Yarra
$541,000
Fortitude Valley
$296,000
vs. Market Benchmarks
Your Portfolio14.2%
ASX 2008.1%
Avg Property7.4%
Term Deposit4.9%

12-month rolling returns · Illustrative only

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