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