Today I will show you my historical investments on the Warsaw Stock Exchange – the transactions on the shares of a company COCCODRILLO (CDL).Continue reading
It is already half a year since I started investing money on the ISA account. It is time to summarize that period.
The chart above shows the performance of my investments in £ vs benchmarks – FTSE100, FTSE 250 and SP500. My wallet performance in that period was +48.50%. FTSE100 gained +15.44%, FTSE250 lost -3.96%, and SP500 went up 13.57% – details below.
Today I will show you 2 of my historical investments on the Warsaw Stock Exchange – the companies PROCAD (PRD) and KERNEL (KER). I had the shares of both companies in my private financial wallet but the companies were not present in WSE wallet which results I publish on this blog every weekContinue reading
During the week 08/08/2016 – 14/08/2016, the value of carefully selected stocks went up 2.34% versus WIG20 return +1.77% and WIG +2.34%.
+20.75% (+32.31% 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 (4.5 months) ratio British currency / Polish currency – GBP/PLN has changed from 5.41 to 4.94. 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.
WSE wallet – total return: +20.75%
I have decided to show you one of eight companies from my WSE wallet. The name of the company is Stalprodukt SA and it operates in metal products industry. The company’s shares have gone up +49.13% since I added them to the WSE wallet (less than 3 months).
In the chart below I show moments of buying shares of that company to my real wallet – green dots.
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.Continue reading
In the table below you can see fundamental ratios for International Equity Markets:
During the week 27/06/2016 – 03/07/2016, the value of carefully selected stocks went up +2.05% versus WIG20 return -1.42% and WIG -0.04%.
My investment wallet in £ is getting even better. The portfolio unit value changed +10.61%.Continue reading
During the week 20/06/2016 – 26/06/2016, the value of carefully selected stocks went up +1.23% versus WIG20 return +0.87% and WIG +0.37%.
Congratulations to British people for taking a brave decision. I will not give my opinions on this topic because it is not a political blog but I want to say that I know that it is always difficult to change something even when we are not happy with our current situation. Continue reading
4 months of keeping a record of my investment wallet are behind us. The decision to invest money in the developing markets and commodity seems to be really good.
The portfolio unit value changed +21.38% vs. +0.82% for FTSE 100 – see the image below.