Saturday, August 4, 2018

July 2018 update ($501,637 +$10,825 or +2.2%)

Emerging Markets Stock Index Fund is up by $3,197 or 2.6%
Eurozone Stock Index Fund is up by $4,302 or 3.6%
US 500 Stock Index Fund is up by $4,234 or 3.7%
Global Small Cap Index is up by $1,394 or 1.2%
Grand total additions: $13,127

EUR is down to USD by 1% or $2,087
GBP is down to USD by 1.5% or $217
Grand total losses: $2,304
Road to Financial independence July 2018


  The Eurozone and British Pound continue to slide over uncertainty whether the UK can become an independent country and their competitiveness over the USA and China.  Eurozone is submerged into politicking and sanctions rather than building a strong economy. This explains that Eurozone grew 7%, while the SP500 by 15% over last 12 months.
I will happy to pass $500K mark for my largely passive portfolio now. I will keep adding $11 K a year until salary will go up. I will add any windfall towards it. 

No comments:

Post a Comment