Wednesday, April 2, 2025

March 2025 update ($1,007,418 -$29,854 or -2.9%)

↑ EUR is up to USD by 3.8% or $12,370 for my portfolio
↑ GBP is up to USD by 3.2% or $2,530 for my portfolio
↑ Additional investment savings $2,500
Total gains: $17,400

↓ Emerging Markets Stock Index Fund is down by $4,735 or -3.2%
↓ Eurozone Stock Index Fund is down by $5,713 or -3.1%
↓ US 500 Stock Index Fund is down by $25,374 or -5.7%
↓ Global Small Cap is down by $6,331 or -3.8%
↓ Growth fund is down by $5,100 or -6.0%
Total losses: $47,254

March 2025 financial independence

Wednesday, March 12, 2025

February 2025 update ($1,037,272 -$533 or -0.1%)

Emerging Markets Stock Index Fund is up by $1,176 or +0.8%
Eurozone Stock Index Fund is up by $6,628 or +3.7%
↑ GBP is up to USD by 1.6% or $1,346 for my portfolio
↑ Additional investment savings $2,500
Total gains: $11,650
 
US 500 Stock Index Fund is down by $3,755 or -0.8%
Global Small Cap is down by $6,451 or -3.7%
Growth fund is down by $1,978 or -2.3%
Total losses: $12,183
 
February 2025 Financial independence update

Friday, January 31, 2025

January 2025 update ($1,037,805 +$31,655 or +3.2%)

Emerging Markets Stock Index Fund is up by $1,759 or +1.2%
Eurozone Stock Index Fund is up by $11,699 or +7.3%
US 500 Stock Index Fund is up by $9,770 or +2.2%
Global Small Cap is up by $6,500 or +3.9%
Growth fund is up by $1,927 or +2.8%
Total gains: $31,655
 
 

Tuesday, January 7, 2025

December 2024 update ($1,003,650 -$22,645 or -2.2%)

Emerging Markets Stock Index Fund is up by $3,134 or +2.2%
Eurozone Stock Index Fund is up by $2,396 or +1.4%
Total gains: $5,530
 
US 500 Stock Index Fund is down by $9,770 or -2.2%
Global Small Cap is down by $10,408 or -5.9%
EUR is down to USD by 1.9% for my portfolio its $5,977
GBP is down to USD by 2.4% for my portfolio its $2,020
Total gains: $28,175