Quarterly Update – Q4 2021
The rollercoaster of 2021 has come to a stop. In this update I look back on Q4 2021 which had some hugely positive developments from a personal finance point of view.
Financial freedom is built on a foundation of good personal finance. Explore some common and uncommon personal finance tips here.
My First Year of Dividend Growth Investing – Performance and Lessons
In September 2020 I decided to try my hand at dividend growth investing, in October 2020, the Income Portfolio was born. A year on, these are the lessons I have learned and my takeaways from the experience.
Monthly Update – September 2021
What a crazy month September was. Worst monthly performance to date, but more dividends received than any month previously.
Monthly Update – August 2021
As Ronan Keating says, “Life is a rollercoaster in the financial markets”. (I may have added the last part in). An up and down month but positive overall.
Monthly Update – July 2021
Did the Income Portfolio recover from June’s poor performance? Not really, but it’s not all bad news! Three new additions to the portfolio to discuss.
Monthly Update – June 2021
The rollercoaster of investment life continues! After underperforming the S&P 500 in April, and outperforming it in May, it was back to underperformance in June!
Monthly Update – May 2021
May was a good month! Progress on the house front, a solid return from the Income portfolio and I finally took the plunge into crypto so I’ll cover that too.
Monthly Update – April 2021
April 2021, the month of the Doge! In a month where Dogecoin rose 528%, this mere mortal not only underperformed the mighty Doge, but also the S&P 500!
Why Money Makes Me Happy
It may not be the most Stoic thing to say, but money makes me happy. Not necessarily money itself, but what it represents and provides.
Monthly Update – March 2021
March was a fun month! The Income Portfolio had a positive month, and I dipped my toe into the crypto world. Read on to see the performance and details.
Monthly Update – January/February 2021
After a crazy start to the year, I finally got around to looking at January and February’s returns. Read on to see how the income portfolio performed!
Monthly Update – December 2020
As 2020 draws to a close, this post outlines the performance of the income portfolio in December. We will also look at the overall performance since it’s inception in October 2020.