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
- Despite re-investing company shares (number grew by 4 to 264), overall value dropped.
- In 2010 money value of my nest egg is $ 230 K or roughly 3.8 annual expenses. I expect to boost this number to 4.1 times by end of the year.
- I think I am already quite heavily exposed to Energy Sector, need to diversify either to S&P 500 or other sectors. The challenge is that with diversification into ETF…it is average risk and the same level of performance.
- The only way forward is to figure out how to contribute more towards financial independence.