For anyone who is remotely interested I thought I would share an update with you. I started this thread back in June of last year. I had just joined up to Sharesies and was getting started with $10 a week into USF. I think from memory I held about $1000 KFL shares (externally, which I had bought back in 2016).
I commented above that my aim was to have about $10,000 invested by the time I turned 65. That seemed like a huge amount and “doable” given my limited income on part time work.
18 months later, having just turned 60, my portfolio is now sitting at $10,071.10. My total return for the period 25/5/19 to today, is 39.20%. Return for the last 12 months is 34.92%.
I know there will be some here who will have a quiet little snigger when they read this, but today I am celebrating and feeling proud of what I’ve achieved. It
is possible to be a late starter to investing. It
is possible to be a very small investor but still make it work, and it most definitely
is worth doing even if you only have $10 a week to get started with.
Thank you to those of you who have helped me learn, encouraged and supported me, and put up with my constant PMs and questions. Your wisdom (talking to you Percy
) and guidance is pretty much what got me to my goal five years early!
I think a wine is in order
~ Carren
P.S Funny that my original plan (above) was to invest in ETFs only. As it turns out USF is still the only one I have. The other 5 are companies.
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