Portfolio
Portfolio Value
£
11,124
Net Portfolio Growth
9.21
%
Projected Annual Income:
£
1024.52
Quick Insights
Current
Monthly Earnings
£
6,253
Total Earnings
2025
£
170.76
Secure:
67%
Balanced:
0%
Ambitious:
33%
Current Monthly Earnings
Active
Investments
3
Secure:
2
Balanced:
0
Ambitious:
1
Overview
Number of
Investments
5
£
432.06
Total
Earnings
26
Months
Average Investment
Duration
Annual Investment Limit
11
% of limit used
Monthly income
£
100,000
Balanced:
£
11,124
Ambitious:
£
88,876
Transactions
Name
Name
Date
Type
Status
Amount Invested
121
Penn, Wolverhampton
21 Jan, 2025
Care Home
Live
£ 5,000
127
Bilston, Wolverhampton
12 Jan, 2025
SEN School
Sold
£ 4,000
133
Hill, Wolverhampton
10 Jan, 2025
SEN School
Sold
£ 2,124