July 2025 update ($1,156,987 +$21,632 or +1.9%)

 ↑ Emerging Markets Stock Index Fund is up by $7,709 or +4.6%

↑ Eurozone Stock Index Fund is up by $2,103 or +1.0%

↑ US 500 Stock Index Fund is up by $10,330 or +2.2%

↑ Global Small Cap is up by $2,126 or +1.2%

↑ Growth fund is up by $6,353 or +6.9%

↑ Additional investment savings $2,500

Total gains: $31,121

 

↓ EUR is down to USD by 1.7% or $6,610 for my portfolio

↓ GBP is up to USD by 2.9% or $2,879 for my portfolio

Total losses: $9,489

 

June 2025 update ($1,135,355 +$55,695 or +5.2%)

↑ Emerging Markets Stock Index Fund is up by $3,929 or +2.5%
↑ US 500 Stock Index Fund is up by $22,486 or +5.0%
↑ Global Small Cap is up by $8,066 or +4.7%
↑ Growth fund is up by $1,706 or +1.9%
↑ Additional investment savings $2,500
↑ EUR is up to USD by 4.4% or $16,110 for my portfolio
↑ GBP is up to USD by 3.0% or $2,693 for my portfolio
Total gains: $57,491

↓ Eurozone Stock Index Fund is down by $1,796 or -0.9%
Total losses: $1,796

May 2025 update ($1,079,660 +$59,737 or +5.9%)

↑ Emerging Markets Stock Index Fund is up by $6,461 or +4.3%

↑ Eurozone Stock Index Fund is up by $11,651 or +6.0%

↑ US 500 Stock Index Fund is up by $26,196 or +6.2%

↑ Global Small Cap is up by $9,393 or +5.8%

↑ Growth fund is up by $3,535 or +4.2%

↑ Additional investment savings $2,500

Total gains: $59,737

 

April 2025 update ($1,019,923 +$12,505 or +1.2%)

↑ Eurozone Stock Index Fund is up by $361 or +0.2%

↑ Global Small Cap is up by $1,108 or +0.7%

↑ Growth fund is up by $173 or +0.2%

↑ EUR is up to USD by 4.6% or $15,214 for my portfolio

↑ GBP is up to USD by 2.3% or $1,902 for my portfolio

↑ Additional investment savings $2,500

Total gains: $18,758

 

↓ Emerging Markets Stock Index Fund is down by $5,725 or -3.9%

↓ US 500 Stock Index Fund is down by $3,027 or -0.7%

↓ Growth fund is down by $5,100 or -6.0%

Total losses: $8,752

 

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

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

 

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

 

 

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