August Portfolio Update 📊
£100k is officially in sight.
📈 S&S ISA: £61,774.00
💰 Net Deposits: £51,685.49
🟢 Monthly P/L: +£1,940.01 (+3.2%)
🟩 Overall P/L: +£10,088.51 (+39.6%)
🏠 S&S LISA: £36,574.36
💰 Net Deposits: £25,126.53
🟢 Monthly P/L: +£1,813.23 (+5.22%)
🟩 Overall P/L: +£11,446.83 (+45.56%)
👜 Total Portfolio: £98,348.36
💰 Total Deposited: £76,812.02
✅ Total Gain: £21,536.34 (+28.04%)
📈 Portfolio up +£6,620.71 in August (+7.22%)
What a month.
After the volatility over the last few months, seeing the portfolio push towards £100k is a pretty good reminder to stay the course.
Only £1,651.64 to go. 👀
The plan hasn't changed - keep investing, stay patient, and let compounding do the heavy lifting. 💪
£100k is getting very, very close. One more good month to do it maybe?
July Portfolio Update 📊
Another month, another reminder that investing isn't a straight line.
📈 S&S ISA: £56,967.52
💰 Net Deposits: £50,029.49
🔴 Monthly P/L: -£2,368.18
🟩 Overall P/L: +£7,003.13 (+39.6%)
🏠 S&S LISA: £34,760.13
💰 Net Deposits: £25,126.53
🔴 Monthly P/L: -£1,378.48
🟩 Overall P/L: +£9,633.60 (+38.34%)
👜 Total Portfolio: £91,727.65
💰 Total Deposited: £75,156.02
✅ Total Gain: £16,571.63 (+22.05%)
📈 Portfolio up +£1,293.95 in July (+1.43%)
The portfolio value is higher than last month thanks to continued deposits, but market performance pulled my overall gains lower than last month.
The plan hasn't changed - keep investing, stay patient, and let compounding do the heavy lifting. 💪
That £100k won't escape me for much longer. I reckon one good bull run will take me to it.