Saturday, September 7, 2019

August 2019 update ($502,448 -$16,373 or -%3.2)

Additional cash to invest $1,203 under my pension plan.
Grand total additions: $1,203

Emerging Markets Stock Index Fund is down by $4,691 or -3.9%
Eurozone Stock Index Fund is down by $1,436 or -1.2%
US 500 Stock Index Fund is down by $2,163 or -1.7%
Global Small Cap Index is down by $3,900 or -3.4%
Vanguard FTSE U.K. All Share Index is down by $748 or -3.1%
EUR is down to USD by $4,340 or -2%
GBP to USD is down by $303 or -0.9%
Grand total losses: $17,580
My way to financial independence - how to reach it

Observations:

It has been relatively quiet month for myself.  Year on year all investment except small cap and eur/usd exchange rate. These two had combined losses of $25K. 
Going forward there is an active talk about eurozone finally going into recession after years of stagnation.  My plan is to keep monitoring the market and looking out for new investment opportunities.  I can tolerate 2.5% of my financial independence nest egg being in cash.


No comments:

Post a Comment