EK Portfolio (FEB25)

3 Mar

Written By Nomad FI

Nomad FI (FEB25) / EK Super (FEB25)

EK Portfolio (FEB25) / EK Portfolio Analysis (FEB25)

ING Offset Rec (FEB25)

Notes:

EFI DCA [SELL]: BHP: 2.35K / RIO: 3.95K / NAB: 5.5K Offset ING
Rem Mort around 4.5K in Mortgage Simplifier [Need to reduce 5K in PPM by end MAR25][Change PPM FY25 from 50K-to-45K] [Increase ING Offset]
Perform Quarter Close for MAR25

Personal Development/Goals

CBA-Macq Sav on EK Portfolio Analysis (JUN25)