On the road to financial independence and beyond
My portfolio and perhaps more importantly my portfolio income have both been stable and relatively unchanged in the year 2022 to date and in the month of April. Listening to news headlines about inflation and recession I am wondering whether this is a period of calm before a storm. April The FTSE All Share Total…
Since I wrote two weeks ago my investment returns have edged upwards so I’m slightly up on the year despite the events of the year. Capital values show a tiny reduction but my portfolio income continues to exceed my expenditure allowing total assets to increase. March The FTSE All Share Total Return index, my chosen…
Russia invaded Ukraine on Thursday 24 February. This followed several weeks when it was apparent that Russia had mobilised an army on its borders with Ukraine. In my view this is a significant historic event and is a humanitarian disaster, but I’m going to concentrate on the personal financial and portfolio impact of it in…
As at Friday (28th January) my portfolio was down only 1.23% for the year so far, and about 0.22% of that was drawdown spending. A 1.01% fall is like one bad day so nothing to get too excited about for me and my portfolio. Monday (31st January) was then a better day so the month’s…