Free Cash Fund Value


Free Cash Fund Value: £9,790 (+£885 ; +9.9%)

Investment AllocationAmount DeployedCurrent ValueDiff% Diff
IFISA £865 £1,382 +£517+59.8%
Cash ISA (60% of earnings)£4,630£4,824+£194+4.2%
S&S ISA (30% of earnings) £3,005 £3,202 +£197+6.6%
Cash Reserves (10% earnings) £890 £249 -£641
Not Deployed£5£5
Stoozing Fund£2,500 £2,564+£64+2.6%
Total £11,895 £12,226£331
Liabilities (Credit Card Balance Transfer Repayments)-£490-£2,500-£2,436+£480
Net Value£8,905£9,790+£885+9.9%

Investment PortfolioValue
Moneybox Cash ISA£4,824
CrowdProperty IFISA£1,382
Foresters Stocks & Shares ISA£2,044
Moneybox Stocks & Shares ISA£502
Scottish Friendly Stocks & Shares ISA£85
Shepherds Friendly Stocks & Shares ISA£571
Cash Reserves£249
Not Deployed£5
Stoozing Fund+£128
Fund Value£9,790


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£73
Monthly Free Money Earnings£532
Total Capital available for deployment£605
Investment Allocation£360 Cash ISA ; 180£ S&S ISA ; £60 Cash Reserves ;
£5 Not Deployed
Investment Allocation FlowsPrevious MonthCurrent MonthDiffSource
IFISA £865 £865 n/a
Cash ISA (60%)£4,270£4,630+£360+£360 Earnings
S&S ISA (30%) £2,825 £3,005 +£180+£180 Earnings
Cash Reserves (10%) £830 £890 +£60+£60 Earnings
Not Deployed£73£5n/an/a

Stoozing Fund

MonthLiabilitiesRepayment (1%)Investment ValueNet ValueNet Profit
March 2024 £2,587£2,500-£87.3-£87.3
April 2024£2,561£25.9£2,511-£50.4-£76.3
May 2024£2,536£25.6£2,521-£14.9-£66.3
June 2024£2,510£25.4£2,532£21.9-£54.9
July 2024£2,485£25.1£2,542£56.7-£45.2
August 2024£2,460£24.9£2,553£92.4-£34.4
September 2024£2,435£24.6£2,564£128.2-£23.2

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
July 2024£253.2+£10-£25.1£238.1
August 2024£238.1£-£24.9£213.1
September 2024£213.1+£60-£24.6£248.6

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