January 2021 Portfolio Update
Thursday 4th February 2021
From 2021 I will be providing monthly updates on the portfolio and passive income.
In September 2020 I went back to full time work, after working part time and semi casual hours the two years previously. It was great to be adding around €4,500 a month to my portfolio for a few months
Portfolio Report
Let's start with the portfolio update. Here is the summary:
| Portfolio Summary (as at 31st Jan 2021) | |
|---|---|
| Opening Balance | 125,549.27 |
| New Contributions | €4,534.23 |
| Portfolio Capital Gain + Income | €1,620.14 |
| Closing Balance | €131,703.64 |
Monthly Portfolio Growth Report
| Monthly Portfolio Growth Report | |
|---|---|
| Capital Gain + Dividend Income from Equities | €1,151.21 |
| Real Estate Income | €373.81 |
| Forex Trading Income | €68.04 |
| Peer to Peer Lending Income | -€28.74 |
| Cryptocurrency Capital Gain | €55.82 |
| Total Change | €1,620.14 |
Portfolio Breakdown
Finally, the table below shows the breakdown of my portfolio into the various asset classes:
| Portfolio Asset Breakdown (as at 31st Jan 2021) | ||
|---|---|---|
| Equities | €61,352.46 | 46.58% |
| Real Estate | €63,600.64 | 48.29% |
| Forex Trading Account | €1,268.04 | 0.96% |
| Peer to Peer Lending | €1,371.06 | 1.04% |
| Cryptocurrency | €324.54 | 0.25% |
| Cash | €3,786.90 | 2.88% |
| Total | €131,703.64 | 100.00% |
Keep in Touch
Subscribe to the Monthly Newsletter and keep in touch with regular portfolio updates.