Monthly Update – September 2021
What a crazy month September was. Worst monthly performance to date, but more dividends received than any month previously.
Tag Archives: personal finance
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.
Interactive Brokers Vs. Trading 212
Recently I decided to move from Trading 212 to Interactive Brokers, this post outlines the process of switching and my rationale behind the move.
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!
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.
It’s OK to Overspend… Sometimes
If you spend time perusing the personal finance blog-o-sphere, you will come to two conclusions. One, you need to reduce the amount you spend. Two, you need to increase the amount you make. While that advice works, it could use a little wiggle room.
Monthly Update – November 2020
It was another good month for the Income Portfolio! Read on to see how the portfolio performed, along with my savings and investments for the month.