Free Cash Fund Value

Free Cash Fund Value: £14,120 (+£1,574 ; +12.7%)

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£5,635
CrowdProperty IFISA£500
Trading212 Stocks & Shares ISA£3,561
Scottish Friendly Stocks & Shares ISA£111
Scottish Friendly My Climate Leader Select (ISA)£531
Cash Reserves£636
Stoozing Fund£3,146
Fund Value£14,120

Free Cash Fund Balance Sheet

Investment AllocationAmount DeployedCurrent ValueDiff% Diff
Cash ISA£5,050£5,635+£585+11.6%
S&S ISA£3,845£4,203+£358+9.3%
IFISA£288£500+£212+73.6%
Stoozing Fund£15,075£15,875+£800+5.3%
Cash Reserves£3,363£636
Total£27,621£26,849
Liabilities (Credit Card Balance Transfers)-£15,075-£12,729
Net Value£12,546£14,120+£1,574+12.7%

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) £2,999 £3,363+£364Earnings + IFISA

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