2019 Investment Portfolio

The following is a breakdown of my portfolio for 2019. This will be updated on a monthly basis.

2019 Monthly Capital Growth Report

The following is a summary of my investment capital, broken down on a month by month basis. Growth comes from new capital introduced each month as well as reinvesting profits into my portfolio.

Asset Class Jan Feb Mar Apr May Jun
Peer to Peer Lending €11,935.16 €16,249.33 €19,992.75 €20,876.34 €27,162.65 €27,705.85
Index Funds €0.00 €0.00 €50.00 €514.62 €967.85 €1,511.78
Company Shares / Business Loans €4,090.13 €5,090.13 €11,290.13 €11,290.13 €4,090.13 €5,225.45
Managed Forex Trading €0.00 €0.00 €0.00 €0.00 €4,016.76 €4,127.28
Forestry €20,250.00 €20,250.00 €20,250.00 €20,250.00 €20,250.00 €20,250.00
Cash €3,743.05 €0.00 €0.00 €1,140.98 €118.72 €1,531.13
Total €40,018.34 €41,589.46 €51,582.88 €54,072.07 €56,606.11 €60,351.49
Difference €1,571.12 €9,993.42 €2,489.19 €2,534.04 €3,745.38

2019 Monthly Cashflow Report

The following is a breakdown of monthly income from the cashflow producing assets. This includes peer to peer lending, dividends from shares and managed forex trading income. In most cases, this income is reinvested back into my portfolio. The most important aspect of my portfolio is the ability for it to produce passive monthly income. This is what will eventually allow me to become financially independent.

Income Producing Asset Jan Feb Mar Apr May Jun Total
P2P Lending Interest Income €79.25 €119.90 €149.17 €209.39 €258.90 €265.55 €1,082.16
Managed Forex Trading Income €0.00 €0.00 €0.00 €0.00 €85.68 €168.86 €254.54
Dividends from Shares €0.00 €0.00 €0.00 €0.20 €0.00 €0.00 €0.20
Total €79.25 €119.90 €149.17 €209.59 €344.58 €434.41 €1,336.90

     

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