March 2025 update ($1,007,418 -$29,854 or -2.9%)

↑ EUR is up to USD by 3.8% or $12,370 for my portfolio
↑ GBP is up to USD by 3.2% or $2,530 for my portfolio
↑ Additional investment savings $2,500
Total gains: $17,400

↓ Emerging Markets Stock Index Fund is down by $4,735 or -3.2%
↓ Eurozone Stock Index Fund is down by $5,713 or -3.1%
↓ US 500 Stock Index Fund is down by $25,374 or -5.7%
↓ Global Small Cap is down by $6,331 or -3.8%
↓ Growth fund is down by $5,100 or -6.0%
Total losses: $47,254

February 2025 update ($1,037,272 -$533 or -0.1%)

↑ Emerging Markets Stock Index Fund is up by $1,176 or +0.8%

↑ Eurozone Stock Index Fund is up by $6,628 or +3.7%

↑ GBP is up to USD by 1.6% or $1,346 for my portfolio

↑ Additional investment savings $2,500

Total gains: $11,650

 

↓ US 500 Stock Index Fund is down by $3,755 or -0.8%

↓ Global Small Cap is down by $6,451 or -3.7%

↓Growth fund is down by $1,978 or -2.3%

Total losses: $12,183

 

January 2025 update ($1,037,805 +$31,655 or +3.2%)

↑Emerging Markets Stock Index Fund is up by $1,759 or +1.2%

↑Eurozone Stock Index Fund is up by $11,699 or +7.3%

↑US 500 Stock Index Fund is up by $9,770 or +2.2%

↑Global Small Cap is up by $6,500 or +3.9%

↑Growth fund is up by $1,927 or +2.8%

Total gains: $31,655

 

 

December 2024 update ($1,003,650 -$22,645 or -2.2%)

↑Emerging Markets Stock Index Fund is up by $3,134 or +2.2%

↑ Eurozone Stock Index Fund is up by $2,396 or +1.4%

Total gains: $5,530

 

↓US 500 Stock Index Fund is down by $9,770 or -2.2%

↓Global Small Cap is down by $10,408 or -5.9%

↓EUR is down to USD by 1.9% for my portfolio its $5,977

↓GBP is down to USD by 2.4% for my portfolio its $2,020

Total gains: $28,175

 

November 2024 update ($1,026,295 +$27886 or +2.8%)

 ↑US 500 Stock Index Fund is up by $23,689 or +5.5%

↑Global Small Cap is up by $10,533 or +6.3%

↑Growth fund is up by $3,242 or +3.8%

Total gains: $37,464

 

↓ Emerging Markets Stock Index Fund is down by $1,685 or -1.1%

↓ EUR is down to USD by 1.9% for my portfolio its $5,873

↓ GBP is down to USD by 2.3% for my portfolio its $2,020

Total gains: $9,578

 

 

October 2024 update ($998,409 -$26,147 or -2.6%)

 ↑Growth fund is up by $1,075 or +1.3%

Total gains: $1,075

 

↓ Emerging Markets Stock Index Fund is down by $1,698 or -1.1%

↓ Eurozone Stock Index Fund is down by $5,995 or -3.3%

↓ US 500 Stock Index Fund is down by $4,051 or -0.9%

↓Global Small Cap is down by $4,676 or -2.7%

↓ EUR is down to USD by 2.7% for my portfolio its $8,856

↓ GBP is down to USD by 2.3% for my portfolio its $1,945

Total gains: $27,222

 

 

Family Budget 2011-2024

 I kept logging my expenses without sharing them for the past three years. Its time to catch up! Here how our family expenses look like over the past 13 years: 

   All figures are in USD.