Who Is Profiting From Brexit So Far – A Look At The UK House Prices, Gold and Stock Market Returns

If someone told you that due to the Brexit referendum decision, it would be wise to move your money to the Polish stock market, you would probably laugh. You would die laughing if I advised you to invest in “always expensive” American companies.

On the other hand, you would confirm that properties are always a good investment.

Read this post to find out what happened with different asset classes in the three years since the UK’s EU referendum.Continue reading

What is the best company to invest in?

Imagine that you can own shares of only one company. It means that your portfolio is not diversified at all. Well, it is rather difficult to call it a portfolio. It is just your money parked in the shares of one business — hopefully, the good one.

Such an approach is not a great idea from the perspective of diversification. I would not put all my wealth into a single company.

Understanding a business well may not be enough. There are so many aspects of investing you do not have an impact on that such a bet would be a very risky one. Political decisions and changes in regulations are factors we cannot predict. It is something we can recognise as a risk, but we never really know what new idea is growing in the heads of politicians.

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Apple came back to growth and… I sold shares

Is it a good decision to sell shares right after the company published a very good results?

Well, it depends…

On Tuesday, Apple surprised investors with much better results than predicted by analysts.

Next morning I decided to reduce my stake in the Apple company.

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How to buy shares of CD Projekt – a Polish video game developer

I decided to write again about CD Projekt. The reason for it was the interest of the readers of this blog in investing in this company.

The company is a Polish video game developer so it makes investing in the company more difficult. Not every brokerage account allows you to buy Polish shares.

In this post I will share information about the platforms I personally use for investing in stocks listed on the Warsaw Stock Exchange. I will also list some of the reasons why Polish companies are relatively attractive.Continue reading

The trade war is heating up – update on Facebook, Gazprom and my Chinese shares

The correction on the S&P 500 in May 2019

S&P 500 went down 6.58% during the last month

The new tariffs on Chinese products were proclaimed by President Donald Trump at the beginning of May. It was the trigger for the correction on stock markets in May. Another reason for the May sell-off was the extension of the trade war on the technological front. Trump’s banning of Huawei could be a sign of worsening relations between China and the United States. Later, Google suspended Huawei’s access to the Android operating system.

My comment on Alphabet and Facebook

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My portfolio for 2018

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.

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2018 forecast for stock markets, commodities and currencies

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.

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