The next 3 months since the last update didn’t bring and new asset addition, so we will just analyze how the portfolio grew and with that deposits.
As mentioned before the price I will use in this post is: 4,23 RON for 1 USD for the conversion of the portfolio.
Overlook on June 2019 Portfolio
During the last 3 months, we saw only some consolidations to our funds with regular deposits and small gains. Regarding the asset, distribution is pretty much the same. Crypto has a bigger distribution, but this is just because their price started to rise in the past month and I took some losses in FOREX.
Considering our deposits, we made some investments to P2P equal to 225.4USD (finally reaching the milestone of 1000 EUR invested into P2P) and another 142 USD to Mutual Funds.
In May and June, I made some contributions to the FOREX account (and you can read more about it in this post), equally to 393.1 USD, and considering the market was on the rise for Cryptocurrencies I took a buy-in trade for BTC in value of 23.64 USD (deposit).
In the emergency fund, there are just the normal ins and outs we make for the month, but we manage to save and contribute to the Economy Fund a sum of 678.41 USD.
- FOREX category was the big loser of the last trimester with a total of -46%, equal to -261.750 USD because of the current copy-trader. We were up in April but we took another hit in May (prepare for some articles and resolutions…) and June was on the flat line.
- Crypo, is the star of the season with a gain of 547.55USD, and that is a 68% increase in account size.
- Mutual funds, thanks to the appreciation of our economy started to pick up. We have a 3% gain, equal to 13.47 USD and a total of 24% increase in account size.
- P2P received some late loans so we have a 129USD profit. When I look at it I for sure see some problems with the maths ( I will investigate them later). We are up 16%.
|Asset||Mar 2019||Deposit||End Period||Gain||Gain %||Increase %|
|Asset||Mar 2019||Deposit||End Period||Gain %||Increase %|
Regarding our plans for next trimester, We want to increase our FOREX account so we can respect the proposed plan.
Thank you for reading this!
Disclaimer: I am not a financial consultant, all the information you find here are my decisions, I taken in that moment, on my own analysis. I am open to any type of discussion about money. If you want to replicate my portfolio take into consideration that it is your money.