Tuesday, June 1, 2021

May 2021 update ($778,526 +$17,398 or +%2.3)

↑ Financial independence savings for last month $2,000
↑ Emerging Markets Stock Index Fund is up by $1,501 or +0.9%
↑ Eurozone Stock Index Fund is up by $4,078 or +2.7%
↑ US 500 Stock Index Fund is up by $1,233 or +0.7%
↑ Global Small Cap Index is up by $1,631 or +1.0%
↑ Growth fund is up by $116 or +0.2%
↑ EUR is up to USD by $5,354 or +1.7% for my portfolio
↑ GBP is up to USD by $1,485 or +2.1% for my portfolio
Grand total additions: $17,398 USD

Financial Independence - update on progress May 2021


The kid college funds are a little bit down, at glance. This is misleading. The british currency (pound sterling) rose to USD by 2.1%. The funds are denominated in the pounds sterling, so in reality the funds rose by 0.4%.

 The company shares registrar /provider, continues to play with my money.  To sell the shares there is a fee, so instead of subtracting it from the price of the sold shares, they demanded to send them a check. After they cashed in the check, they send me the sold shares proceeds by mail with a check, after I provided them mandatory bank details. All together it caused additional month of delay. For two months they were playing with my money. Essentially with is scheme devised to play…

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