All You Need to Know About My Real Portfolio on the WSE – Summary After 4 Years

4 years of investing on the Warsaw Stock Exchange

Time flies quickly. I remember publishing a post about the results of 3.5 years of investing and now we have another half a year in my investing history. Let’s have a look at those 4 years. My real wallet on the Warsaw Stock Exchange gained +120.57%, which gives +21.87% annually.

The first year 05.2013-04.2014 ended up with a result +22.39%

The second year 05.2014-04.2015 ended up with a result +19.49%

The third year 05.2015-04.2016 ended up with a result +12.29%

The fourth year 05.2016-04.2017 ended up with a result +34.90%
Continue reading

How to make your employer pay for your holidays?

holiday paid by your employerWhat can you get?

Many employers offer a contribution to your retirement plan. In the US it is called a work sponsored 401(k), in the UK it is a personal pension plan – PPP.

How does it work and why use it?

  • tax relief – money goes to your personal pension plan or 401(k) account before you pay tax from them,

  • your employer’s contribution – extra money you receive from your employer to your retirement plan if you decide to save your money for retirement.

Continue reading

+79.30% – great results of the 1st year of my mutual funds’ wallet

A year ago I opened my ISA account with AXA. Since that, I have been investing in the global stock markets and commodity funds. The results are much better than I expected.
chart.png

The chart above shows the performance of my investments vs benchmarks – FTSE100, FTSE 250 and SP500. My wallet performance was +79.30%. FTSE100 gained +21.87%, FTSE250 gained +3.68%, and SP500 went up 22.39%.

Continue reading

Summary of my investments in 2016

2016-wig-wig20-small
It was the best year in my investing history. The selection of assets which I chose at the beginning of 2016 turned out to be very good. I think that I am choosing very good companies because I started documenting my choices, sharing them with you so I am more focused on this. In a nutshell, Continue reading