You are probably tired by now about “how special 2020 was” or “what a different year 2020 was”. And so am I. But now that this “interesting” year is over, it’s not a bad idea to look back at it[…]
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Category: Portfolio
2018 Financial Overview
Today I’m going to wrap the savings rate, cheesy index and our overall investment performance into one 2018 Financial Overview. For more details on the real estate, check out this post. The post on the dividends will be coming later[…]
Read moreDecember 2017 Cheesy Index
Well what better than to wrap up and summarize 2017 than with the Cheesy Index? In this December 2017 Cheesy Index post we will also look at the portfolio allocation and some random financial statistics, which also showed we were FI[…]
Read moreReturn on Investment – Income Assets
We are doing another historical review today, after we reviewed our historical savings rates earlier this week. However, this time we will be looking at the development of our income assets. We will look at the historical return on investment on those[…]
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2016 Portfolio Allocations
Portfolio Allocations This is the final 2016 overview and today we will take a bit more of a helicopter view of the portfolio. The data behind the Cheesy Index is obviously based on net worth. Our network consists of three types[…]
Read moreJuly 2016 Cheesy Index (and asset allocations)
The Cheesy Index took a hit in July, just as expected. The main reason is the costs for the closing of the home purchase. This caused the total cost of the house to become more than the assessed value of the[…]
Read more2015 Asset Allocation
Now that 2015 is definitely history, it was time to assess and visualize the data behind the Cheesy Index. As Mr. CF loves spreadsheets, this fortunately was not a monumental task 🙂 The total foundation on which the Cheesy Index[…]
Read moreDecember 2015 Dividend Update
Below is an overview of our dividend stock portion of our wealth portfolio. It has been a good month for dividends (i.e. another increase). Below you can find a quick overview of the total monthly dividend payouts for 2015: Here[…]
Read moreNovember 2015 Dividend Update
Below is an overview of our dividend stock portion of our wealth portfolio. It has been a good month for dividends (i.e. another increase), but there are also some concerns with the portfolio regarding certain stocks (albeit not completely unexpected,[…]
Read moreOctober 2015 Dividend Update
This should be the first post in (hopefully) a long (or short?) series of updates on our way to financial independence. As noted here, we had some difficulties deciding which assets we would use to become financially independent. We saw[…]
Read moreInvestment Portfolio
We at CF like to have a well diversified portfolio to limit our risks, but still generate a decent return on investment. We are generally risk averse and therefore do our research before investing in any asset. However, having learned[…]
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