Friday, October 6, 2017

September 2017 update ($458,441 +$9,449 or +2%)

Eurozone Stock Index Fund is up by 4.4% or $5,181
Global Small Cap Index is down by 4% or $4,109
US 500 Stock Index Fund is up by 2% or $2,099
Emerging Markets Stock Index Fund is up by 0.1 % or $146
Grand total additions:  $11,535

EUR is down to USD by 1% or $2,086  for my portfolio
Total loss: $2,041

Financial independence - my open wallet progress and tracker
-          Global small cap with 58% exposure to the US is leading the pack, but it also more volatile.
-          EU is slightly more assertive in absence of strong American leadership but it will take them decades before they will be walking again. I expect a correction to EU market within 6-12 months by 10% at least (either to the currency exchange rate or to the stock prices).
-          I keep putting aside about $500 a month, but this is not very representative and it will be reported once a year. 

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