Month 6: 6.05% down, £1500 invested

The end of June saw my full portfolio being down by almost £91, or about 6.05% down in total.

I am reporting this a little late again this month so the below screenshots are from the 8th June, where the performance is a little better (only being down £40.91).

The largest contributor to the drop so far is my 100 EM Future portfolio, which invests in companies that are invested in the robotics and blockchain spaces. You can read more about this below.

This month I am not opening up any new investments again, so am continuing to invest a total of £300. I am planning to increase my investments to another £100/month by the end of the year.

About my investments:

Every month I use Freetrade to invest £100 into each of several buckets of investments. If you’re a new customer and are referred to them (you can join here), you’ll also get a free, random share in a company or other fund, worth between £3 and £200.

Portfolio so far

100 EM Core

I added another £100 into this bucket of investments, buying a share of VWRL.

We’re still down, as you might expect during the current economic climate, but I consider this to be a good time to buy while the market is “cheap”.

This month I bought one more share of VWRL, taking my average cost down by about £0.61/share compared to last month’s figure.

100 EM Clean

In my last update I was roughly breaking even, but that’s changed to give me almost a £15 profit at the time of reporting. The end of June was a little different with almost a £15 loss, so this bucket of investments is very volatile right now.

100 EM Future

This month I added 12 shares of RBTX, while the total value dropped to a £53 loss by the end of June. Luckily since then this has rebounded to just a loss of £40.09 at the time of reporting.

Considering that the Institution of Mechanical Engineers just published survey results that suggest 84% of their members expect skills in automation, robotics and mechatronics to be the most important in their industry over the next ten years, and also that corporate investment in blockchain is growing exponentially, I do trust that there is significant growth yet to be seen by these stocks and that investing while they drop is likely to reward me long-term.

From next month I am likely to start putting more focus back on BCHS, as I have taken some away while the crypto crash has been on the radar.

Happening Recently

  • As part of my side business, I have started a new content-focused niche website and aiming for this to return a £1,000/month profit within the next 18-24 months, from an investment of less than 36 hours/month.

Upcoming Changes

  • Ongoing from last month: I may look at altering the VS FTSE100 comparison for my charts, as I don’t think the FTSE100 return is completely accurate as a comparison here.
    • Or, I may look at changing the comparison to something else.
  • Ongoing from last month: I may look into getting details about my pension on here, so that I can also track that. I think that may be a little more difficult as I don’t have manual control over that, so it may be a little less accurate than my ISA portfolio.
  • Postponed from last month: Next month I will be opening up 100 EM Global, a new bucket of investments that will focus on ETFs that invest in global companies that have good and strong growth prospects.
  • Ongoing from last month: Just in the short term, I may slow down some of my investments so that I don’t open up any new investments while I aim to pay off debts at a faster rate (I will continue to invest £100/month into each of the above, however). Doing this will decrease my credit utilisation which should benefit me when I can use my LISA towards a deposit for a house.
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