↑ Emerging
Markets Stock Index Fund is up by $6,867 or +5.2%
↑ Eurozone Stock
Index Fund is up by $1,377 or +1.1%
↑ US 500 Stock
Index Fund is up by $4.025 or +2.9%
↑ Global Small
Cap Index is up by $4.096 or +3.3%
↑ Growth pension
fund is up by $2,269 or +4.6%*
↑ EUR is up to
USD by 2% or $4,664 for my portfolio
↑ GBP is to USD
by 3.1% or $1,631 for my portfolio
↑ Monthly
pension plan investment $382
Grand total additions:
$24,928
Note:
the actual percentage is 5.4% as it includes the monthly contribution.
Observations:
It was pleasing to see
my personal independence portfolio leap up in the final month of 2019.
Its coincided with
general election in the UK where people overwhelming re-affirmed desire to exit
the European Union.
The conservative party
won 365 seats out of 650 (56%) in the parliament. Majority of the seats are allocated
to England 533 out of 650 (82%). For the first time in long while I saw the local
people in England smiling and notably in cheerful mood day after the election,
while the immigrants were busy at their homes packing things (Poland – 14.8%,
Romania – 6.8%, India – 5.8%, Ireland and Italy – 5% each, Portugal and
Lithuania – 3.5% each of the total immigrants in the UK). Foreign born the UK
citizens are is 14% of the UK population and further 7% are non-UK nationals. If you think about it 1 in 5 is a foreigner in
the UK.
This led to the UK
index raise and the currency, which collectively added $3,899 to my net worth
in last month.
Also US S&P500 and
the Emerging markets funds were was up, hopeful on China – US trade deal (34%
by weight are Chinese stocks, the remaining BRICS are Brasil - 7 %, Russia -
4%, India - 9%, South Africa - 4.7%).
I do not expect this
to hold or continue. Even with any potential correction if my net worth remain
above $500K it will do for me (a healthy increase of $60K).
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