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June Portfolio Update 📊
Markets finally reminded me they don't only go up.
📈 S&S ISA: £54,295.09
💰 Net Deposits: £44,891.87
🔴 Monthly P/L: -£1,992.81 (-3.5%)
🟩 Overall P/L: +£9,403.22 (+56.9%)
🏠 S&S LISA: £36,138.61
💰 Net Deposits: £25,126.53
🔴 Monthly P/L: -£600.40 (-1.63%)
🟩 Overall P/L: +£11,012.08 (+43.83%)
👜 Total Portfolio: £90,433.70
💰 Total Deposited: £70,018.40
✅ Total Gain: £20,415.30 (+29.16%)
📉 Portfolio down -£1,726.47 in June (-1.87%)
Not every month is green, but zooming out I'm still over £20,000 in profit.
The plan hasn't changed - keep investing, ignore the noise, and let compounding do the heavy lifting. 💪
🇬🇧 Ali · Principled Investor 📈@PrincipledAli
May Portfolio Update 📊 Almost didn't post the numbers because I had to check them twice. 📈 S&S ISA: £55,421.16 💰 Net Deposits: £44,323.87 🟢 Monthly P/L: +£5,191.36 (+10.4%) 🟩 Overall P/L: +£11,097.29 (+71.9%) 🏠 S&S LISA: £36,739.01 💰 Net Deposits: £25,126.53 🟩 Overall P/L: +£11,612.48 (+46.22%) 👜 Total Portfolio: £92,160.17 💰 Total Deposited: £69,450.40 ✅️ Total Gain: £22,709.77 (+32.70%) 📈 Portfolio up +£8,486.59 in May alone (+10.14%) The market did what the market does for those who stay consistent. £7,839 away from £100,000. Monthly auto-deposit went in this morning. The clock is ticking. 🎯
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