+13.77% (+18.37% including change of GBP/PLN ratio) from the start of running public portfolio, WSE wallet – week 18/07/2016 – 24/07/2016

During the week 18/07/2016 – 24/07/2016, the value of carefully selected stocks went up 4.58% versus WIG20 return 1.91% and WIG 2.20%. As we see, the wallet has beaten the market again and the result +4.58% is currently the best weekly result of this portfolio.

+13.77% (+18.37% including change of GBP/PLN ratio) is the return from the start of running a public portfolio of shares on the Warsaw Stock Exchange. During this time (less than 4 months) ratio British currency / Polish currency – GBP/PLN has changed from 5.41 to 5.20.I work in the UK and I have my salary in £ and probably my future is connected with the United Kingdom – that is why I am interested in knowing my return from investments in GBP.

Because my investments were frozen in Polish currency (Zloty) and ratio GBP/PLN dropped which means that Zloty gained in value, my return is even bigger. Now if I decide to sell my shares on the Warsaw Stock Exchange and exchange currency into £ I will have 18.37% more than I had (not including the cost of spread, a commission of broker’s office and taxes).

WSE wallet -total return:                     +13.77%

Week 18/07/2016 – 24/07/2016               +4.58%

Week 11/07/2016 – 17/07/2016                 +4.35%

Week 04/07/2016 – 10/07/2016               -0.74%

Week 27/06/2016 – 03/07/2016               +2.05%

Week 20/06/2016 – 26/06/2016               +1.23%

Week 13/06/2016 – 19/06/2016                -3.76%

Week 06/06/2016 – 12/06/2016                -0.03%

Week 30/05/2016 – 05/06/2016                -1.90%

Week 23/05/2016 – 29/05/2016                +3.33%

Week 16/05/2016 – 22/05/2016                +1.54%

Week 09/05/2016 – 15/05/2016                +1.71%

Week 02/05/2016 – 08/05/2016                -1.05%

Week 25/04/2016 – 01/05/2016                -2.81%

Week 18/04/2016 – 24/04/2016                +1.26%

Week 11/04/2016 – 17/04/2016                +0.04%

Week 04/04/2016 – 10/04/2016                +2.74%

Week 28/03/2016 – 03/04/2016                +0.85%

Total return:

+13.77% – WSE wallet 

-3.47% – WIG – Warszawski Indeks Giełdowy (Warsaw Stock Exchange Index)

-8.45% – WIG20

If you want to be informed about the investment portfolio composition and any changes straight away – read The Warsaw Stock Exchange Freedom Portfolio.

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