Free Cash Fund Value

Free Cash Fund Value: £14,579 (+£1,797 ; +14.1%)

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
Plum Cash ISA£5,669
CrowdProperty IFISA£500
Trading212 Stocks & Shares ISA£3,372
Scottish Friendly Stocks & Shares ISA£111
Scottish Friendly My Climate Leader Select (ISA)£531
Cash Reserves£607
Stoozing Fund£3,757
Fund Value£14,579

Free Cash Fund Balance Sheet

Investment AllocationAmount DeployedCurrent ValueDiff% Diff
Cash ISA£5,050£5,669+£619+12.3%
S&S ISA£3,845£4,046+£201+5.2%
IFISA£88£500+£412+468.2%
Stoozing Fund£15,075£16,013+£938+6.2%
Cash Reserves£3,799£607
Total£27,857£26,835
Liabilities (Credit Card Balance Transfers)-£15,075-£12,256
Net Value£12,782£14,579+£1,797+14.1%

Monthly Free Money Earnings Deployment

Investment Allocation FlowsPrevious MonthCurrent MonthDiffSource
IFISA £288 £288-£n/a
Cash ISA£5,050£5,050-£n/a
S&S ISA  £3,845 £3,845-£n/a
Cash Reserves (100% of earnings) £3,515 £3,799+£284Earnings

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