Tuesday, August 20, 2013

August 2013 update ($260,290 +$1,500 or + 0.6%)

 The portfolio changes:
↑ Accumulated additional 3,500 USD as part of recreating my Emergency fund.
↑ Precious metals grew by 70 USD
↑ GBP vs. USD exchange rate went up, brought additional 200 USD
Grand total additions:  3,770 USD

↓ Vanguard Energy ETF down by  810 USD
↓ Vanguard 500 Index down by 200 USD
↓ Company shares are down by 460 USD
↓ Rosneft shares are down by 800 USD
Grand total losses are 2,270 USD

Thursday, August 8, 2013

Portfolio performance – 3.6% a year

For financial independence, growth of the portfolio (raise in value because of the stock /shares fluctuations) is of very little to no importance. Unless it goes through the roof, like it happened to Apple, IBM, Microsoft, etc.. shares from the beginning.

I tried to calculate what my $ 258 K portfolio generates for me in real terms: