Free Cash Fund Value


Free Cash Fund Value: £8,017 (+£536 ; +7.2%)

Investment AllocationAmount DeployedCurrent ValueDiff% Diff
IFISA £1,515 £1,942 +£427+28.2%
Cash ISA (60%)£3,080£3,157+£77+2.5%
S&S ISA (30%) £2,555 £2,587 +£32+1.3%
Cash Reserves (10%) £740 £250 -£490
Not Deployed£81£81
Total £7,971 £8,017£46
Liabilities (Credit Card Balance Transfer Repayments)-£490+£490
Net Value£7,481 £8,017 +£536+7.2%

Investment PortfolioValue
Barclays Cash ISA£3,157
CrowdProperty IFISA£1,942
Foresters Stocks & Shares ISA£1,860
Moneybox Stocks & Shares ISA£482
Scottish Friendly Stocks & Shares ISA£245
Cash Reserves£230
Not Deployed£81
Fund Value£8,017


Free Money Investment Allocation

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

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February 2024 Free Money Earnings Deployment

Capital not deployed from previous month£71
February 2024 Free Money Earnings £210
Total Capital available for deployment£281
Investment Allocation£120 Cash ISA ; £60 S&S ISA ; £20 Cash Reserves ;
£81 Not Deployed
Investment Allocation FlowsPrevious MonthCurrent MonthDiffSource
IFISA £1,515 £1,515 -£n/a
Cash ISA (60%)£2,960£3,080+£120+£120 Earnings
S&S ISA (30%) £2,495 £2,555 +£60+£60 Earnings
Cash Reserves (10%) £720 £740 +£20+£20 Earnings
Not Deployed£71£81 +£10+£19 Earnings

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