Total Portfolio Update: March 2021

March has been a very steady month. Crypto has still be very up and down, but stocks have been pretty steady – at least dividend stocks have been. Growth stocks are still down from their previous highs due to increasing bond yields and reopening stocks becoming more popular. This update will be the last that focuses on just my assets. From next month I will be doing a portfolio update that also includes my partner.

My cash holdings have dipped quite a bit in the last month as my partner and I have decided to buy a house together, also why the updates from next month will be changing. Turns out buying a house can be expensive so I have spent about £1,000 just on searches and checks on the house. I will probably spend another £1,000 before getting the keys on solicitor and registration fees, and that is before buying furniture!

I have seen steady growth in the stocks portfolio and made quite a few changes. I have decided to change the composition of the portfolio to eventually have a foundation built around three index funds. As part of this I have sold my positions in JPMorgan Chase & Co. (JPM), Johnson & Johnson (JNJ), Store Capital (STOR) and Sage Group (SGE). The funds of these sales have mostly gone into the three index funds or other holdings I am keeping. Click here for a complete list of what is in the portfolio.

Crypto has continued to growth with Bitcoin and Ethereum still reaching new all time highs. The portfolio peaked at around £1,700 before dropping down a bit. I am also earning interest on my holdings of CRO and BTC at 6% and 4.5% respectively. This is paid weekly, and while it isn’t much it will all add up over time.

The Total Portfolio

My total portfolio breaks down as follows:

  • Cash: £3,050.03 (-800.00)
  • Pension: £5,229.41 (+221.13)
  • Stocks: £4,244.31 (+438.19)
  • Cryptocurrency: £1,576.15 (+526.15)
  • Silver: £97.98 (-8.66)

So my total net worth is £14,197.88 (+372.90)

For a breakdown of my stocks portfolio: here

Passive Income

  • Dividends: £80.30
  • Cryptocurrency: £19.10

Total: £99.40

All dividends are reinvested to produce more income. Income from crypto is currently just accumulating in order to hopefully get some capital gains.

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