A 3-month correction on the S&P 500 or the beginning of the crash? You could hear the B word quite often at the end of the last year. And it was not only Brexit but also bear market…
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.
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.
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
Financial reports for the 3rd quarter of 2016
We have already got to know all of the financial reports for the 3rd quarter of 2016. I have decided to keep my selection of the companies since none of them disappointed me. Continue reading
On 1st November 2016, there has been already three and a half years since I started investing on the Warsaw Stock Exchange. I want to present my results to you:
– my wallet gained +101.16% (+102.46% above inflation),
– the benchmark of the WSE – index WIG went up +11.55%,
– the benchmark of the biggest companies on the WSE – WIG20 went down –21.17%.
At the chart above you can see how the performance of the WSE wallet has beaten benchmarks of the Warsaw Stock Exchange (WIG and WIG20) and the bank deposit.
I published the last post 4 weeks ago. The reason is that I am busy with working on the new website where this blog will be transferred.Continue reading