Portfolio Februari 2015 (1 year in)

It has been exactly one year since I commenced investing for financial independence. I read books, lurked and discussed on forums, and changed strategies quite a bit. Now, i feel quite comfortable with all the lingo and the path I choose.

The portfolio is back to what it should be: only ETF index funds! I sold my stake in American Realty Capital Properties (ARCP) at a loss,  Realty Income (O) at a profit, and Unilever (UNA.AS) at a profit.

Now, life is simple. I only own 3 funds:

  1. Vanguard Total World Stock (VT)
  2. Vanguard Total Stock Market (VTI)
  3. Vanguard FTSE All-world ex-US (VEU)

For the past year, these are my numbers:

chart1-20150225

invested: € 27,200
portfolio value: € 33,050

So, the portfolio gained a whopping € 5,850. that’ s 21.50% !

Part of that gain is due to the euro plummeting quite a bit in relation to the USD, which artificially brought me closer to my goal of € 300k . Still, I’m a happy camper, and looking forward to trucking along the next couple of years.chart2-20150225

O by the way, we have an addition to our household…meet our Vizsla pup Philip!

Philip