The Portfolio

The Portfolio

1 min read

Latest portfolio update – March 2019

Total Portfolio – Table overview

Platform Invested Deposits / Withdrawals Value last month Current value Cashback & Bonus / Fees & Commissions Return Change (%) Expected yearly return
Bulkestate € 3.525 € 0 € 3.525 € 3.525 € 0 € 0 0,00% 14%
Crowdestate € 700 € 400 € 305 € 701 -€ 7 € 3 0,43% 13%
Crowdestor € 900 € 400 € 510 € 915 € 0 € 5 0,55% 16%
Envestio € 2.450 -€ 550 € 3.125 € 2.784 € 18 € 40 1,44% 16%
Estateguru € 100 -€ 100 € 203 € 104 € 0 € 1 0,96% 11%
FastInvest € 400 € 200 € 204 € 407 € 0 € 3 0,74% 14%
Grupeer € 1.140 € 100 € 1.088 € 1.205 € 5 € 17 1,41% 14%
Mintos € 900 € 0 € 945 € 957 € 5 € 12 1,25% 11%
ReInvest24 * € 1.000 € 1.000 € 0 € 990 -€ 10 € 0 0,00% 13%
Viventor * € 400 € 400 € 0 € 401 € 0 € 1 0,25% 13%
€ 11.515 € 1.850 € 9.905 € 11.989 € 11 € 82 0,83% 14%
Pro Real Estate Trust (REIT #1) € 1.000 € 1.000 € 0 € 996 -€ 20 € 16 9%
Bank #1 cash (opportunity money) -€ 3.000 € 5.333 € 41.000 € 43.333 0,70%
Bank #2 cash (emergency fund) € 13.333 € 13.333 5%
€ 54.333 € 56.666
Total balance € 64.238 € 69.651

 

I’ve added two new platforms to the roster this month (ReInvest24 and Viventor). I also bought a REIT.

The combined income from my “alternative” asset investments was thus €109 in March. I hope to go a little higher next month 😉

I added an extra large chunk of cash to my savings this months, due to my “vacation money” from my previous employer being paid out (so I can go on vacation during the next year, and still have money to pay the bills).

The “classic” growth chart now looks like this:

Portfolio development as of March 2019

I’ve now reached 17% of my Total Balance goal! And I’m way above my target for the year. Unfortunately this is just a temporary situation, as I will not be able to average €1.000 of savings in the months where I have vacation (because I get deducted in my salary, and I’m supposed to use my vacation money to cover it)…

%d bloggers like this: