On the 28th October I published the analysis for the Investment League project of which I am the administrator and a participant. It is an educational project whose goal is to encourage my office colleagues to invest. It lets them try investing but without taking aby risks. It provides the opportunity to understand how investing on the stock market works.
Welcome in the year 2018. The year 2017 was very good in the financial markets. The developed markets were growing steadily with S&P500, Nasdaq and British FTSE100 growing respectively +19.96%, +28.86% and +8.55%.
The emerging markets outpaced the developed markets with Argentinian Marvel raising +77.62%, Turkish XU100 +47.60%, Indian Sensex +27.91% and Polish WIG20 +26.35%. Results of those markets are even better if we refer them to one currency – for example Polish PLN gained +16.84% to the US Dollar in the year 2017.
As many institutions are playing to be a forecaster, I also have decided to give it a try. I will have a look at currencies, stock markets and commodities prices in 2018.
Currencies and cryptocurrencies
In my opinion US dollar plummeted too much in the last year. Raising interest rates and possible repatriation of money by American companies, caused by lowered tax rate, will strength the dollar. Also British Pound will finally grow slightly. The currency which I underweight is Euro.
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%
The history of transactions
Today I will share with you the history of my best investment so far in my real wallet and also in the Warsaw Stock Exchange Freedom Portfolio.
What 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.
Summary of the Warsaw Stock Exchange Freedom Portfolio during the first year of running a public portfolio
At the end of March 2016, I decided to start running a public portfolio of shares on the Warsaw Stock Exchange. It is the time to summarize the results after the first year.
In this post, I will explain to you why it is worth to use ISA and what product I actually use.
If you invest, you need to think how to minimalise the taxes. To succeed in it, one of the possible ways is to use an ISA account.Continue reading
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.
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%.
On 8th December 2016, I published a post about Goldman Sachs’ Top Trade Ideas for 2017 where I expressed my point of view on it, mainly on its part about the best stock markets to invest money in – Warsaw Stock Exchange finally noticed by investors, the Santa Claus rally on the WSE.Continue reading