2J·

CAP update > active 375k passive 0k

This month I poured extra cash into the investment account effectively zeroing out the leverage exposure.


This is an issue I had not considered when I structured my accumulation plan . https://getqu.in/G2SujF/ .

I should probably increase pac purchases when I have extra income and not reduce the level of leverage implemented.... I have a few days before my next purchase and want to think about it. I would appreciate your views on this.


Anyway, today the broker entered orders again balancing the percentages of the ETFs in the plan:



The portfolio plotted by getquin reports a total amount of about 375k recording some deviation from the actual. i am not clear where the deviation comes from, perhaps from the miscalculation of double taxation on some dividends. I will try to solve it shortly.


#etfs
#dividends
#portfolio
#portafoglio
#fire
#retirement
#leverage
#pac

attachment
18Positions
375 696,10 €
21,86 %
4
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