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 Portfolio Value 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 Allocation Amount Deployed Current Value Diff % 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 Flows Previous Month Current Month Diff Source IFISA £865 £375 -£490 n/a Cash ISA £5,050 £5,050 -£ n/a S&S ISA (30%) £3,215 £3,275 +£60 Earnings Cash Reserves (10%) £960 £1,100 +£140 Earnings
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
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