This site has moved… please visit our new location!

Thank you for visiting my blog! I have moved this blog to a new location with a new look. Come visit!

www.StocksAndFreedom.com

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I look forward to seeing you there!

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How to make your employer pay for your holidays?

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.

Continue reading “How to make your employer pay for your holidays?”

Emerging markets – was that a good choice to invest in? Oh… yes

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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 summarise the results after the first year.
Continue reading “Emerging markets – was that a good choice to invest in? Oh… yes”

How to keep the profits from our investments only for ourselves? ISA can be an answer

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In this post, I will explain to you why it is worth to use ISA and what product I actually use.

ISA explained

If you invest, you need to think how to minimalise the taxes. To succed in it, one of the possible ways is to use an ISA account. Continue reading “How to keep the profits from our investments only for ourselves? ISA can be an answer”

+79.30% – great results of the 1st year of my mutual funds wallet

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.
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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%.

Continue reading “+79.30% – great results of the 1st year of my mutual funds wallet”

2 months since I commented the forecast of Goldman Sachs’ Top Trade Ideas for 2017

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 “2 months since I commented the forecast of Goldman Sachs’ Top Trade Ideas for 2017”

Summary of my investments in 2016

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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 “Summary of my investments in 2016”

Warsaw Stock Exchange finally noticed by investors, the Santa Claus rally on the WSE

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Warsaw Stock Exchange finally noticed by investors

These are the moments we, as investors, like very much. To see something before others see it. And to observe madness but not take part in it – just observe how your capital is going up. Continue reading “Warsaw Stock Exchange finally noticed by investors, the Santa Claus rally on the WSE”

Financial reports for the 3rd quarter, an all-time high of my Warsaw Stock Exchange investments

chartFinancial 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 “Financial reports for the 3rd quarter, an all-time high of my Warsaw Stock Exchange investments”

Results of three and a half years of investing on the WSE – my real wallet

3 and a half years chartOn 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%.
Continue reading “Results of three and a half years of investing on the WSE – my real wallet”