Monthly Portfolio Update 📈 Apr 2021
Jun 3, 2021 08:23 · 188 words · 1 minute read
A slightly belated post for my monthly series about my portfolio update. To objective is to show what happened and to help me track the history of my portfolio.
Monthly Portfolio Update
Crypto skyrocketed in April again and continued the bull run. I didn’t do anything in my portfolio except executing my savings plan on the Vanguard All World ETF as usual.
| Measure | Entire Portfolio | ETFs | Stocks | Cryptos | Cash |
|---|---|---|---|---|---|
| IRR | 30.57% | 4.23% | 15.41% | 20 985.91% | 0.15% |
| TTWROR | 2.15% | 0.34% | 1.15% | 52.98% | 0.01% |
What is the monthly portfolio update showing?
(repeated again, already described in the first update) I created a view in my tracking tool which is split up into 5 columns and will be filtered on the last month:
- Entire Portfolio is the 1st column, showing the summary of all other 4 columns.
- ETFs is the 2nd column, basically my World Portfolio (70% World, 30% Emerging Markets).
- Stocks as the 3rd column, my only stock I’m owning.
- Cryptocurrencies as the 4th column, a rather small and old position if you look at the Invested Capital.
- Cash as the 5th column, only there to give the complete picture.