Free Cash Fund Value


Free Cash Fund Value: £10,848 (+£1,001 ; +10.2%)


What is the Free Cash Fund?

All my Free Money Earnings are invested in a basket of ISA accounts generating additional yields. This portfolio is called the Free Cash Fund. Its value and its historic performance is updated monthly.


Investment PortfolioValue
Moneybox Cash ISA£5,329
CrowdProperty IFISA£799
Foresters Stocks & Shares ISA£2,053
Shepherds Friendly Stocks & Shares ISA£854
Moneybox Stocks & Shares ISA£542
Scottish Friendly Stocks & Shares ISA£82
Cash Reserves£749
Not Deployed£47
Stoozing Fund£393
Fund Value£10,848


Free Cash Fund Balance Sheet

Investment AllocationAmount DeployedCurrent ValueDiff% Diff
Cash ISA£5,050£5,329+£279+5.5%
S&S ISA£3,275£3,531+£256+7.8%
IFISA£375£799+£424+113%
Stoozing Fund£7,500£7,677+£177+2.4%
Cash Reserves£1,100£749
Not Deployed£47£47
Total£17,347£18,132
Liabilities (Credit Card Balance Transfers)-£7,500-£7,284
Net Value£9,847£10,848+£1,001+10.2%

Monthly Free Money Earnings Deployment

Investment Allocation FlowsPrevious MonthCurrent MonthDiffSource
IFISA £865 £375 -£490n/a
Cash ISA£5,050£5,050n/a
S&S ISA (30%) £3,215 £3,275 +£60Earnings
Cash Reserves (10%) £960 £1,100 +£140Earnings

Click here to learn more about my Investment Strategy to target £1,000 Capital Gains

Capital not deployed from previous month£4
Monthly Free Money Earnings£243
Total Capital available for deployment£247
Investment Allocation (*)£140 Cash Reserves ; £60 S&S ISA ; £47 Not Deployed

(*) 70% Cash Reserves ; 30% Stocks & Shares ISA