🇬🇧 Ali · Principled Investor 📈

Refused to choose between my values and my returns. Turns out I didn't have to.
ETFs 📈 · ESG 🌎 · Faith-aligned ☪️ · Not financial advice. ❌
£91,721 → £100K.

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

September Portfolio Update 📊

Well... £100k didn't escape me after all. 👀

📈 S&S ISA: £64,739.09

💰 Net Deposits: £52,360.85
🟢 Monthly P/L: +£2,289.73 (+3.71%)
🟩 Overall P/L: +£12,378.24

🏠 S&S LISA: £37,608.62

💰 Net Deposits: £25,126.53
🟢 Monthly P/L: +£892.29 (+2.44%)
🟩 Overall P/L: +£12,339.12 (48.86%)

👜 Total Portfolio: £102,347.71
💰 Total Deposited: £77,487.38

✅ Total Gain: +£24,717.36

📈 Portfolio up +£3,999.35 in September (+4.07%)
🟢 Monthly P/L: +£3,182.02 (+3.23%)

🎯 £100k ACHIEVED.

After years of building towards it, the portfolio has finally crossed the six-figure mark this month on the 22nd of September.

Going forward, I'm using @portseido for my monthly portfolio updates, which combines both pots together into a much cleaner view.

The plan hasn not changed - keep investing, stay patient, and let compounding do the heavy lifting.

£100k was the target. Now we see what the next milestone looks like.

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

August Portfolio Update 📊

£100k is officially in sight.

📈 S&S ISA: £61,774.00

💰 Net Deposits: £51,685.49
🟢 Monthly P/L: +£1,940.01 (+3.2%)
🟩 Overall P/L: +£10,088.51 (+39.6%)

🏠 S&S LISA: £36,574.36

💰 Net Deposits: £25,126.53
🟢 Monthly P/L: +£1,813.23 (+5.22%)
🟩 Overall P/L: +£11,446.83 (+45.56%)

👜 Total Portfolio: £98,348.36
💰 Total Deposited: £76,812.02

✅ Total Gain: £21,536.34 (+28.04%)

📈 Portfolio up +£6,620.71 in August (+7.22%)

What a month.

After the volatility over the last few months, seeing the portfolio push towards £100k is a pretty good reminder to stay the course.

Only £1,651.64 to go. 👀

The plan hasn't changed - keep investing, stay patient, and let compounding do the heavy lifting. 💪

£100k is getting very, very close. One more good month to do it maybe?

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@TradingWith_G Have a great Friday mate

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@lizas_mood Happy Friday Liza! 😄

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

GM FinX Family ☕

Happy Friday!

Stay focused on your mindset and trust the process.

What's meant for you has a way of showing up, often when and how you least expect it.

Finish the week strong. Enjoy your weekend. 🙏

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@MoInvestingHQ Have a great morning Mo!

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@Path21Mil Have a wonderful morning bro

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@cleverhandeln Have a great morning my friend

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@capitalzeph Have a great Friday Zeph! Hope you have had a wonderful morning

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@timoassi Morning my brother!

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@Fun_Trades1 Happy Friday!

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@MomentumJustus Always brother

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@EllisInvest Happy Friday mate - enjoy the brekky

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@JamesP728 Its painful James! But this dip will be what takes you up to 300k no doubt, keep buying!

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@MyLegoBookFund Sounds like a grand ol' time 😄

I wouldn't be able to binge all of that in one day!

And yes, Isha keeps the bad dreams away 😂

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@FifordMatt Happy Friday my friend

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@DividendDrip Its important we build our own insurance policy with an emergency fund!

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@TheFrankzy Happy Friday brother!

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@EllisInvest Happy Friday mate

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@freedombill3 Blood red everywhere

[🇬🇧 Ali · Principled Investor 📈 @PrincipledAli]

@2147mill