Friday, June 2, 2023

May 2023 update ($781,275 -$9,820 or -%1.2)

↑ Emerging Markets Stock Index Fund is up by $2,090 or +1.7%
↑ US 500 Stock Index Fund is up by $1,188 or +0.4%
↑ Growth fund is down by $1,737 USD or +2.7%
Total gains: $5,016

↓ Eurozone Stock Index Fund is down by $3,354 or -2.2% 
↓ Global Small Cap is down by $3,927 or 2.8%
↓ EUR to USD is down  by 2.7% for my portfolio its $7,555
Total losses: $14,835

Financial Independence Journey May 2023 update

Saturday, May 6, 2023

April 2023 update ($804,881 +$3,051 or +%0.4)

↑ Eurozone Stock Index Fund is up by $2,309 or +1.6%
↑ US 500 Stock Index Fund is up by $1,829 or +0.6%
↑ EUR to USD is up by 0.9% for my portfolio its $2,503
↑ GBP is up to USD by 0.8% for my portfolio its $524
Total gains: $7,191 USD

↓ Emerging Markets Stock Index Fund is down by $3,499 or -2.7%
↓ Growth fund is down by $642 USD or -1.0%
Total losses: $4,141 

Financial Independence Journey April 2023 update

Saturday, April 1, 2023

March 2023 update ($785,271 +$11,513 or %1.5)

↓ Global Small Cap Index is down by $3,646 or -2.5%
↓ Growth fund is down by $961 USD or -1.5%
Total losses: $4,607

↑ Emerging Markets Stock Index Fund is up by $784 or +0.6%
↑ Eurozone Stock Index Fund is up by $1,070 or +0.7%
↑ US 500 Stock Index Fund is up by $10,667 or +3.6%
↑ EUR to USD is up by 1% for my portfolio its $2,541
↑ GBP is up to USD by 1.7% for my portfolio its $1,058

Grand total gains: $16,120 USD

March 2023 Financial Independence update

Wednesday, March 1, 2023

February 2023 update ($773,758 -$10,527 or -1.3%)

↓ Emerging Markets Stock Index Fund is down by $5,228 or -4.0%
↓ US 500 Stock Index Fund is down by $5,982 or -2.0%
↓ Global Small Cap Index is down by $2,597 or -1.8%
Total losses: $13,808

↑ Eurozone Stock Index Fund is up by $2,382 or +1.7%
↑ Growth fund is up $899 USD or +1.4%
Grand total gains: $3,281 USD

February 2023 Financial Independence update

Thursday, February 2, 2023

January 2023 update ($784,285 +$48,760 or +6.6%)

↑ Emerging Markets Stock Index Fund is up by $7,253 or +5.9%
↑ Eurozone Stock Index Fund is up by $12,678 or +9.6%
↑ US 500 Stock Index Fund is up by $16,165 or +5.7%
↑ Global Small Cap Index is up by $11,999 or +9.0%
↑ Growth fund is up $136 USD or +0.2%
↑ GBP is up to USD by 0.8%, so for my portfolio its $529
Grand total gains: $48,760 USD

January 2023 Journey to Financial Independence update

Friday, January 13, 2023

December 2022 update ($735,525 -$27,492 or -3.6%)

↑ Growth fund is up $165 USD  or +0.3%
↑ EUR is up to USD by 2.9%, so for my portfolio its $7,096
Grand total gains: $7,261 USD

↓ GBP is down to USD by 2.4%, so for my portfolio its $1,585
↓ Emerging Markets Stock Index Fund is down by $6,145 or -4.9%
↓ Eurozone Stock Index Fund is down by $4,758 or -3.6%
↓ US 500 Stock Index Fund is down by $17,501 or -5.8%
↓ Global Small Cap Index is down by $4,764 or -3.4%
Grand total loss: $34,752 USD

December 2022 Financial independence update

Friday, December 2, 2022

November 2022 update ($763,017 +$61,502 or +8.8%)

↑ Emerging Markets Stock Index Fund is up by $11,201 or +10.2% 
↑ Eurozone Stock Index Fund is up by $9,760 or +8.4%
↑ US 500 Stock Index Fund is up by $15,713 or +5.5%
↑ Global Small Cap Index is up by $7,981 or +6.1%
↑ Growth fund is up 812 or +1.3% 
↑ EUR is up to USD by 5.0%, so for my portfolio its $12,345 
↑ GBP is down to USD by 6.0%, so for my portfolio its $61,502 
Grand total gains: $61,502 USD

November 2022 Financial Independence
Financial Independence November 2022 update