My journey to financial independence
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A journey to financial independence from the very beginning. My personal investments are designed to maximize for sleeping well at night, not necessarily scouting for the highest returns.
My journey to financial independence
1M ago
↑ Emerging Markets Stock Index Fund is up by $7,098 or+4.8%
↑ Eurozone Stock Index Fund is up by $5,399 or +2.9%
↑ US 500 Stock Index Fund is up by $23,915 or +6.7%
↑ Global Small Cap is up by $5,271 or +3.5%
↑ Growth fund is up by $3,897 or +5.3%
↑ EUR is up to USD by 0.9% or $2,769
↑ GBP is up to USD by 0.8% or $614
Total gains: $48,962 ..read more
My journey to financial independence
2M ago
↑ Eurozone Stock Index Fund is up by $3,393 or +2.2%
↑ US 500 Stock Index Fund is up by $1,000 or +0.3%
↑ Growth fund is up by $1,890 or +2.6%
Total gains: $6,283
↓ Emerging Markets Stock Index Fund is down by $4,632 or -3.5%
↓ Global Small Cap is down by $4,569 or -3.0%
↓ EUR is down to USD by 1.9% or $5,306
↓ GBP is down to USD by 0.8% or $583
Total losses: 15,090
January 2024 Financial Independence update.
Observations:
To earn a full basic state pension in the UK one has to work for 35 qualifying years (paying sufficient taxes). Today this pension is about $13 K a year or ..read more
My journey to financial independence
3M ago
↑ Emerging Markets Stock Index Fund is up by $3,257 or +2.9%
↑ Eurozone Stock Index Fund is up by $5,102 or +3.3%
↑ US 500 Stock Index Fund is up by $18,092 or +5.4%
↑ Global Small Cap is up by $12,669 or +8.9%
↑ Growth fund is up by $1,060 or +1.5%
Total gains: $40,181
  ..read more
My journey to financial independence
4M ago
↑ Emerging Markets Stock Index Fund is up by $5,293 or +4.4%
↑ Eurozone Stock Index Fund is up by $12,808 or +9.3%
↑ US 500 Stock Index Fund is up by $28,638 or +9.3%
↑ Global Small Cap is up by $14,007 or +10.9%
↑ Growth fund is up by $2,757 or +4.2%
↑ EUR to USD is up by 3.0% for my portfolio its $7,765
↑ GBP to USD is up by 4.3% for my portfolio its $2,798
Total gains: $74,067
  ..read more
My journey to financial independence
5M ago
↓ Emerging Markets Stock Index Fund is down by $4,621 or -3.7%
↓ Eurozone Stock Index Fund is down by $6,465 or -4.5%
↓ US 500 Stock Index Fund is down by $10,015 or -3.1%
↓ Global Small Cap is down by $9,545 or -6.9%
↓ Growth fund is down by $1,794 or -3.3%
↑EUR to USD is up by 0.9% for my portfolio its $2,419
↑ GBP to USD is up by 0.8% for my portfolio its $537
Total losses: $29,485 ..read more
My journey to financial independence
6M ago
↓ Emerging Markets Stock Index Fund is down by $256 or -0.2%
↓ Eurozone Stock Index Fund is down by $4,810 or -3.2%
↓ US 500 Stock Index Fund is down by $16,080 or -4.8%
↓ Global Small Cap is down by $7,624 or -5.2%
↓ Growth fund is down by $649 or -0.9%
↓ EUR to USD is down by 1.9% for my portfolio its $5,048
↓ GBP to USD is down by 4.7% for my portfolio its $3,311
Total losses: $37,778 ..read more
My journey to financial independence
6M ago
↓ Emerging Markets Stock Index Fund is down by $6,387 or -4.7%
↓ Eurozone Stock Index Fund is down by $4,892 or -3.1%
↓ US 500 Stock Index Fund is down by $5,617 or -1.7%
↓ Global Small Cap is down by $5,800 or -3.8%
↓ EUR to USD is down by 1.7% for my portfolio its $5,141
Total losses: $28,394 ..read more
My journey to financial independence
9M ago
↑ Emerging Markets Stock Index Fund is up by $6,591 or +5.1%
↑ Eurozone Stock Index Fund is up by $2,978 or +1.9%
↑ US 500 Stock Index Fund is up by $10,474 or +3.2%
↑ Global Small Cap is up by $7,088 or +4.9%
↑ Growth fund is up by $1,052 USD or +1.5%
↑ EUR to USD is up by 0.9% for my portfolio its $2,673
↑ GBP to USD is up by 0.8% for my portfolio its $557
Total gains: $31,341 ..read more
My journey to financial independence
10M ago
↑ Emerging Markets Stock Index Fund is up by $1,691 or +1.4%
↑ Eurozone Stock Index Fund is up by $5,580 or +3.8%
↑ US 500 Stock Index Fund is up by $20,308 or +6.6%
↑ Global Small Cap is up by $8,509 or 6.3%
↑ Growth fund is up by $1,357 USD or +2.0%
↑ EUR to USD is up by 1.9% for my portfolio its $5,172
↑ GBP to USD is up by 2.4% for my portfolio its $1,646
Total gains: $44,262 ..read more
My journey to financial independence
11M ago
↑ Emerging Markets Stock Index Fund is up by $2,090 or +1.7%
↑ US 500 Stock Index Fund is up by $1,188 or +0.4%
↑ Growth fund is down by $1,737 USD or +2.7%
Total gains: $5,016
↓ Eurozone Stock Index Fund is down by $3,354 or -2.2%
↓ Global Small Cap is down by $3,927 or 2.8%
↓ EUR to USD is down by 2.7% for my portfolio its $7,555
Total losses: $14,835 ..read more