Free Cash Fund Value


Free Cash Fund Value: £8,824 (+£607 ; +7.4%)

Investment AllocationAmount DeployedCurrent ValueDiff% Diff
IFISA £1,115 £1,588 +£473+42.4%
Cash ISA (60% of earnings)£3,960£4,097+£137+3.5%
S&S ISA (30% of earnings) £2,795 £2,847 +£52+1.9%
Cash Reserves (10% earnings) £820 £253 -£567
Not Deployed£17£17
Stoozing Fund£2,500 £2,532+£32+1.3%
Total £11,207 £11,334£127
Liabilities (Credit Card Balance Transfer Repayments)-£490-£2,500-£2,510+£480
Net Value£8,217£8,824+£607+7.4%

Investment PortfolioValue
Moneybox Cash ISA£4,097
CrowdProperty IFISA£1,588
Foresters Stocks & Shares ISA£1,900
Moneybox Stocks & Shares ISA£502
Scottish Friendly Stocks & Shares ISA£195
Shepherds Friendly Stocks & Shares ISA£250
Cash Reserves£253
Not Deployed£17
Stoozing Fund+£22
Fund Value£8,824


Free Money Investment Allocation

60% Cash ISA ; 30% Stocks & Shares ISA ; 10% Cash Reserves

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Monthly Free Money Earnings Deployment

Capital not deployed from previous month£52
Monthly Free Money Earnings£65
Total Capital available for deployment£117
Investment Allocation£60 Cash ISA ; £30 S&S ISA ; £10 Cash Reserves ;
£17 Not Deployed
Investment Allocation FlowsPrevious MonthCurrent MonthDiffSource
IFISA £1,415 £1,115 -£300n/a
Cash ISA (60%)£3,480£3,840+£360+£300 IFISA +£60 Earnings
S&S ISA (30%) £2,765 £2,795 +£30+£30 Earnings
Cash Reserves (10%) £810 £820 +£10+£10 Earnings
Not Deployed£52£17 +£17+£17 Earnings

Stoozing Fund

MonthLiabilitiesRepayment (1% Min £25)Investment ValueNet ValueNet Profit
March 2024 £2,587.3£2,500.0-£87.3-£87.3
April 2024£2,561.4£25.9£2,511.0-£50.4-£76.3
May 2024£2,535.8£25.6£2,520.9-£14.9-£66.3
June 2024£2,510.4£25.4£2,532.3£21.9-£54.9

See Stoozing Guide How to Make Free Money from Credit Cards


Cash Reserves Pot Flows

MonthPreviousMonthly EarningsRepaymentsPot Value
April 2024£270+£30-£25.9£274.1
May 2024£274.1+£20-£25.6£268.5
June 2024£268.5+£10-£25.4£253.2

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