February 2024 update ($915,617 +$48,962 or +5.6%)
My journey to financial independence
by Unknown
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
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January 2024 update ($866,655 -$8,815 or -%1.0)
My journey to financial independence
by Unknown
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
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December 2023 Financial independence update ($875,469 +$40,181 or +%4.8)
My journey to financial independence
by Unknown
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
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November 2023 update ($835,288 +$74,067 or +%9.7)
My journey to financial independence
by Unknown
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
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October 2023 update ($761,222 -$29,485 or -%3.7)
My journey to financial independence
by Unknown
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
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September 2023 update ($790,707 -$37,778 or -%4.6)
My journey to financial independence
by Unknown
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
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August 2023 update ($828,485 -$28,394 or -%3.3)
My journey to financial independence
by Unknown
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
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July 2023 update ($856,879 +$31,341 or +%3.8)
My journey to financial independence
by Unknown
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
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June 2023 update ($825,538 +$44,262 or +%5.7)
My journey to financial independence
by Unknown
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
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May 2023 update ($781,275 -$9,820 or -%1.2)
My journey to financial independence
by Unknown
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
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