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I’m excited! Today marks another milestone for me as my portfolio is showing for the first time ever, a number starting with the number 7. 70 161 euros to be exact.
This owes thanks to the recent revival of markets. Performance wise my portfolio has now reached about 0% YTD. Which, let’s be honest, is not good but a lot better than the about -12% I was looking at in mid February. Contributions to the portfolio YTD are around 5k. Here's my time-weighted return (TWR) chart YTD:
The breakdown of my current portfolio is as follows:
| Savings account | 7101 |
| Passive funds, broad | 22325 |
| Passive funds, niches | 7089 |
| Actively managed funds | 5310 |
| Listed stocks | 19286 |
| Unlisted stocks | 5250 |
| Fixed income | 100 |
| Cash | 3700 |
| Total | 70161 |
Now, onto making that first number '8'!
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