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 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.

Even if you understand the business well, 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 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

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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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%
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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