June 2020 Monthly Investment Report

Investment Portfolio Overview June 2020

Not too much has happened in terms of the portfolio, I’ve increased some of my positions. This means I’ve hit a nice milestone, €5000, so I’m happy with that.

On a personal note, the weather has been really good lately, so we spend some evenings barbecuing, which was really nice. Next month, I will definitely try out the offset smoker to make some delicious ribs!

Capital Growth Portfolio

Another month seeing steady growth in the portfolio, I expect the recovery to slow down a little next months, because I expect a lot of companies will have disappointing earnings in Q2 of 2020.

Portfolio value: €3602.95
Deposits: €100
Growth/decline: €117.69

Index Fund & Stock Portfolio

Today, as I’m writing this post, Royal Dutch Shell (Ticker: RSDA) stock hit my limit buy order at €14.20, so my cash position on June 30th is now in Royal Dutch Shell A stocks. Currently, I have one ongoing buy order for the IDVY ETF, let’s see if it will hit in July!

I had some dividend earnings this month, but the ETF’s and stocks had a little pullback, so that’s why my Real Growth/Decline is slightly negative this month.

Portfolio value: €1114.69
Deposits: €200
Passive income: €2.96
Real Growth/Decline: €-26.21

If you want to start investing as well, the platform I’m investing on (DeGiro) currently has a long waiting list, so if you want to start now you should check out eToro.

P2P Lending Portfolio

Mintos

No updates here, will let it grow passively for the time being.

Portfolio value: €525.71
Deposits: €0
Passive income: €3.49

Mintos Value & Income 30 June 2020

If you sign up using my affiliate link, we will both receive 1% of our average daily balance which is paid in 3 instalments for the first 90 days.

Total Portfolio Overview

Portfolio value: €5243.35
Deposits: €300
Passive income: €6.45
Total growth/decline: €294.97
Real growth/decline: -€5.03

Ideas for July

This month I want to increase my position in the IDVY ETF, let’s see if my current buy order will hit or if I have to adjust my plan according to the market movement.

Website Goals

  • Write some more content for the website. ✓ (I wrote a post about the MCO Visa Card, which I will keep updating in the coming weeks, so be sure to check it!)

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