Saturday, January 7, 2017

Last stop before the big one

Little league 11 by Frank Pierson


90k! What? Already? Yes, just 2 months after making 80k, I've gained my next 10k to 90k. That was super quick – I hadn't expected to make 90k so soon.

A big part this 10k was generated by the market. Since the 80k in November, I've made contributions of around 4 400 euros and the market has returned around 6 800 euros. Thank you Mr Market!

...or should that be Mr Trump? The last 2 months' ”trump rally” has been great for the portfolio. It only took 57 days to go from 80k to 90k!


Here's my portfolio breakdown as of 6th of January 2017 (actually the first 90k was on the 3rd but I didn't record my portfolio breakdown then):


10.11.16 06.01.17 change
Savings account 5043 7575 +2532
Passive funds, broad 26698 30172 +3474
Passive funds, niches 8411 9734 +1323
Actively managed funds 6579 6603 +24
Listed stocks 24954 24930 -24
Unlisted stocks 5250 5250 0
Fixed income 100 100 0
Cash 4258 6012 +1754
Total 81293 90376 +9083


I don't think it is realistic or probably to think that I'd make the next 10k, 6 figures, so soon. Actually my guess is for the markets to remain rather flat for the next year, or possibly correct down. Schiller CAPE is currently over 28.

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