Portfolio Update December 2019

This post will be special, for both you and me and I have big plans for it. Until I start ‘bragging’ again I just want to say the trip to Holland was very special and we will definitely go again but at the end of the spring.

Overlook on December 2019 Portfolio

Now, let’s start fast with the pictures and tables and gains and all other stuff because I can’t wait to reach the end of the post.

December 2019 – Asset distribution
December 2019 – Risk distribution

Our savings started to mend and we managed to make a contribution of 1177.81USD (in total). The other deposits were in Mutual Funds (141.84USD) and FOREX (228.25USD).

  • FOREX category has just a small loss -2%, equal to –19.43USD. That is because I finally decided to close in December some bad trades I have been caring over August and as you saw October and November ended with a gain of 5% or more.
  • Crypo, shaded some more gains and I blame it on the end of the year shopping and the need for liquidity. We are down –86,05USD and a -13% decrease.
  • Mutual funds picked up some speed, and some money in the bank: 20.72USD and 3% gain. With the monthly deposits (x3) we are up 17%.
  • P2P loans are a good investment if you don’t need liquidity and you enjoy the feeling of being a bank. Ending up with a 38.47USD profit.
AssetSep 2019DepositEnd PeriodGainGain %Increase %
Forex1085.56228.251294.38-19.43-2%20%
Crypto708.750622.7-86.05-13%-13%
Mutual Funds969.15141.841131,7120.723%17%
P2P1218.6501257.1238.474%4%
Total3982.11370.14352.2-84.76-1%10%
Asset Increase: Asset, Deposits, Realized Profit, Increase versus September 2019
AssetSep 2019DepositEnd PeriodGain %Increase %
Economy Fund966.56707.411673.97074%
Emergency Fund212.77470.4683.170222%
Total1179.331177.812357.140%100%
Asset Increase: Asset, Deposits, Realized Profit, Increase versus September 2019

We have more plans for the next period, as the update will be at the end of March 2020. But I’ll spend some time to write a new post regarding our financial goals for 2020.

And as I promised, I have a surprise for you. Are you ready?

2019 Financial Retrospective – I hope you didn’t forget about it and if you did, SURPRISE!

Thank you for reading this! Have a nice New Year Eve, enjoy it with your love ones and don’t forget to count….10….9…8…..see you next year!

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.

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source:Unsplash

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