Wednesday, August 2, 2023

July 2023 update ($856,879 +$31,341 or +%3.8)

↑ Emerging Markets Stock Index Fund is up by $6,591 or +5.1%
↑ Eurozone Stock Index Fund is up by $2,978 or +1.9%
↑ US 500 Stock Index Fund is up by $10,474 or +3.2%
↑ Global Small Cap is up by $7,088 or +4.9%
↑ Growth fund is up by $1,052 USD or +1.5%
↑ EUR to USD is up by 0.9% for my portfolio its $2,673
↑ GBP to USD is up by 0.8% for my portfolio its $557
Total gains: $31,341

July 2023 Financial independence update

Saturday, July 8, 2023

June 2023 update ($825,538 +$44,262 or +%5.7)

↑ Emerging Markets Stock Index Fund is up by $1,691 or +1.4%
↑ Eurozone Stock Index Fund is up by $5,580 or +3.8%
↑ US 500 Stock Index Fund is up by $20,308 or +6.6%
↑ Global Small Cap is up by $8,509 or 6.3%
↑ Growth fund is up by $1,357 USD or +2.0%
↑ EUR to USD is up  by 1.9% for my portfolio its $5,172
↑ GBP to USD is up  by 2.4% for my portfolio its $1,646

Total gains: $44,262

June 2023 Financial Independence update

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