Abhi's Investment Portfolio

Here is my monthly progress report on how close I am to my FIRE goals.

Abhi

Who, What, When

Abhi is a 30 years old engineer living in Bangalore. He’s on a mission to save Rs.5 Crores by age 40 to retire and do what he loves, no longer needing to worry about a job. He hopes to achieve financial independence by building a stream of passive income sources that make early retirement a possibility.

Rs. 0 Crores
FIRE Goal
0 Months
Time Left
Goal Achieved
Achieved 6.14%
Current Month's Investment Snapshot
Final Goal Rs.5 Crores wdt_ID
Total Invested Rs. 22,39,562 1
Current Value Rs. 30,69,333 2
Goal Achieved 6.14% 3
This month's Passive Income Rs.21,334 4
ROI% 39% 5
Time left 127 of 144 6

FIRE Goals & Progress​

Value of my Portfolio by Category

Subscribe to Our Newsletter

Get my full Investment update in your email

Signup to my Newsletter to get a more detailed monthly update that includes:

- My stocks, positions/P&L
- detailed alternate investments
- Crypto Holdings/P&L
- Deals and Offers I used
- Cashbacks I earned, made use of
....and more

Check your inbox or spam folder to confirm your subscription.

Better your Personal Finances

Financial Independence
Learn to stop depending on your salary and get to a point where a full time job is just optional.
No jargons, here are easy steps that can get your mausi to start investing and making money multiply
Money Management
Learn to manage money like a pro. Get the best of templates and tips to make your father in law jealous.
Monthly Reports

Monthly Income & Expenses

Monthly Income & Expenses

wdt_ID Category Amount
1 Income (Spouse & Myself) 583,772
2 Total Passive Income 21,334
3 Passive Income (as cash in hand) 6,243
4 To Parents 25,000
5 Utilities 4,500
6 Apartment Maintenance 2,800
7 Household Expenses 10,000
8 Fuel 2,000
9 Misc/Unforeseen Expenses 8,000
10 MBA EMI (0% interest) 23,000

Passive Income per month

Alternate Investments

Other Investments

wdt_ID Category Invested Current Value
1 Loan to Family Friend @ 15% pa 200,000 200,000
2 Sun Exchange 33,422 36,150
3 Loan to Friend 0 0
4 PF 110,870 405,723
5 NPS 100,000 118,000
6 APY 3,405 3,405
7 New Property Fund 0 0
8 Investment/Insurance Funds 404,800 404,800
9 Loan Taken @ 7% pa -100,000 -100,000
10 Liquid Fund (for Emergency) @7% pa 0 0
11 Cash (for Emergency) @4% pa 89,945 89,945
12 Tradecred 101,000 101,000
13 Fixed Deposit @5.5% 25,000 25,000
14 Total 968,442 1,284,023

P2P Investments

Cashbacks & Rewards - Balance

wdt_ID Month American Express Points Cashkaro CRED Airmiles Flipkart Supercoins & Vouchers Hotels & Stay points Other points programs Quickride IOC Rewards Play Rewards Total
1 01 Feb 2021 4,532 1,503 17,025 20,813 1,231 2,593 2,200 0 22 1,000 50,919
3 01 Jan 2021 6,794 1,252 15,889 20,637 1,207 2,593 2,200 0 22 1,000 51,593
8 01 Dec 2020 5,935 95 13,887 20,102 1,207 2,593 2,200 0 16 1,000 47,034
9 01 Nov 2020 4,182 5,546 14,675 19,753 1,752 2,593 2,200 0 16 1,000 51,715
10 01 Oct 2020 5,388 5,546 13,993 19,431 2,705 2,593 200 0 303 1,000 51,158
11 01 Sep 2020 4,493 4,806 12,631 18,845 2,945 2,593 200 0 303 1,049 47,864
12 01 Aug 2020 3,734 3,847 11,381 18,545 2,577 2,593 200 0 286 399 43,562
13 01 Jul 2020 2,894 3,204 10,713 15,650 2,229 2,593 200 0 286 324 38,093
14 01 Jun 2020 2,091 3,198 9,253 14,790 1,679 2,593 200 0 279 302 34,385
15 01 May 2020 159 3,167 8,317 13,822 1,378 2,593 200 0 279 264 30,179

Cashbacks & Rewards - Redeemed

wdt_ID Month American Express Points Cashkaro CRED All other Credit Cards Flipkart Supercoins & Vouchers Other points programs Quickride Paytm Cashbacks Amazon Pay Card+Cashbacks Play Rewards Total
1 01 Feb 2021 9,000 0 201 3,012 0 0 0 0 2,188 0 14,401
3 01 Jan 2021 0 0 125 3,461 0 0 0 22 934 0 4,542
8 01 Dec 2020 0 4,210 8466 800 2,724 0 0 10 1,055 0 17,265
9 01 Nov 2020 7,000 0 776 6,847 1,480 287 0 20 693 0 17,103
10 01 Oct 2020 0 0 133 1,050 500 0 0 60 1,333 60 3,136
11 01 Sep 2020 0 0 140 2,112 100 0 0 0 375 70 2,797
12 01 Aug 2020 0 0 170 1,243 200 0 0 0 1,284 0 2,897
13 01 Jul 2020 0 0 85 1,289 100 0 0 0 929 0 2,403
14 01 Jun 2020 0 0 110 658 559 0 0 0 529 0 1,856
15 01 May 2020 0 0 99 1,881 0 0 0 11 457 0 2,448

Personal Finance Articles for the month

Join the community

Subscribe to Our Newsletter

Get my full Investment update in your email

Signup to my Newsletter to get a more detailed monthly update that includes:

- My stocks, positions/P&L
- detailed alternate investments
- Crypto Holdings/P&L
- Deals and Offers I used
- Cashbacks I earned, made use of
....and more

Check your inbox or spam folder to confirm your subscription.

Exit mobile version