Private portfolio
Daniel Tuck
Net worth
$1,005,350
-$4,194 a month after mortgages
Net worth
$1.01M
Property equity
$664.35K
Mortgage debt
$2.34M
Offsets
$159K
Portfolio LVR
78%
73% after offsets
Risk score · age 34
61 / 100 · Balanced
Reasonable position for 34. Biggest drag: diversification.
Gearing (net LVR)31
Cash buffer100
Monthly cash flow52
Diversification25
Super for age 34100
Consumer debt95
72.6% of property value owed after offsets · 13.3 months of repayments in cash and offsets · Shortfall of $164 a month including earnings · 10% of assets outside property · $150,000 against a ~$42,000 marker · $2,000 outside mortgages
Properties
Editable
Tweed Heads
Rozelle
Live position
Real-time figures
Net worth
$1,005,350
Property equity
$664,350
Cash, investments & super
$343,000
FY26/27 earnings to date
PAYG $2,944 · dividends $14,000
$16,944
Gross assets
$3,343,000
Total mortgage debt
−$2,335,650
Other liabilities
−$2,000
Monthly net cash flow−$4,194
Monthly cash flow
Known flows
Partner contribution
+$4,333
Tweed Heads rental income
+$4,333
Rozelle lodger rent
+$1,647
Tweed Heads mortgage
−$5,477
Rozelle mortgage
−$9,030
Net−$4,194
Investment strategy
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