AJ
Alice Jones
2 Portfolios
$1.0M
Net Worth
5
Properties
67%
LVR
Portfolio:
Net Worth Trend
$1,012,000
+4.2% this quarter
Assets
$3.0M
Debt
$2.0M
LVR
66.6%
Monthly Cashflow
+$6,568/mo
Positive
Annual Rent
$91k
5 properties
Usable Equity
$200k
At 80% LVR
Health Score
82
On Track
Asset Allocation
By property value
Total$3.0M
123 Main St, Sydney$850k
45 High St, Brisbane$620k
88 Park Rd, Melbourne$530k
12 Oak Ave, Perth$480k
5 River Ln, Adelaide$390k
Other Assets$162k
Equity vs Debt by Property
Stacked view per property
- Equity
- Debt
Portfolio Health
Goal Progress
43%
$3M Net Worth by 2030
Target: $3.0M by 2030
72%
probability
28%
Replace Income by 2032
Target: $120k by 2032
65%
probability
Upcoming Events
2 need attentionOverdue
Rental Review
Rental Review - 5 River Ln
Overdue
Pre-Approval
Pre-Approval Expiry
28 Apr
Rental Review
Rental Review - 123 Main St
15 May
Fixed Rate
Fixed Rate Expiry - CBA Loan
1 June
Insurance
Insurance Renewal - 45 High St