+3.06%, WSE wallet – week 22/08/2016 – 28/08/2016, changes in the composition of the WSE portfolio

It was a neutral week on the European markets but my carefully chosen companies went up +3.06%. WIG went down -0.17% and WIG20 went down -1.35%. It shows how important a proper selection is. During running this portfolio (5 months), my wallet gained +24.23% vs. the benchmarks results WIG -1.57% and WIG20 -9.32%.

This week I have decided to sell one of the companies from WSE wallet – the subscribers were informed about it on Thursday. I also added a new company to the portfolio. If you want to be informed about the investment portfolio composition and any changes straight away – read How to subscribe?

WSE wallet – total return:                     +24.23%
Continue reading “+3.06%, WSE wallet – week 22/08/2016 – 28/08/2016, changes in the composition of the WSE portfolio”

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WSE wallet – week 15/08/2016 – 21/08/2016

It was a week of correction on the European stock markets. WIG went down -2.25%, WIG20 -3.10%. In the same time, my selected stocks went down only -0.18%. It shows how important proper selection is. During running this portfolio, my wallet gained +20.54% vs. the benchmarks results WIG -1.40% and WIG20 -8.08%.

In the coming week 2 of the wallet companies will publish their quarterly financial results. For the time being, results published of the other 2 companies are very good and the composition of the portfolio has been still the same since 5th June 2016.

WSE wallet – total return:                       +20.54%
Continue reading “WSE wallet – week 15/08/2016 – 21/08/2016”

+48.50% in half a year – a summary of my investment wallet in £ on my ISA account

It is already half a year since I started investing money on the ISA account. It is time to summarise that period.

return vs the rest.PNG

The chart above shows the performance of my investments in £ vs benchmarks – FTSE100, FTSE 250 and SP500. My wallet performance in that period was +48.50%. FTSE100 gained +15.44%, FTSE250 lost -3.96%, and SP500 went up 13.57% – details below.
Continue reading “+48.50% in half a year – a summary of my investment wallet in £ on my ISA account”

PROCAD and KERNEL – historical investments on the Warsaw Stock Exchange

Today I will show you 2 of my historical investments on the Warsaw Stock Exchange – the companies PROCAD (PRD) and KERNEL (KER). I had shares of both companies in my private financial wallet but the companies were not present in WSE wallet which results I publish on this blog every week Continue reading “PROCAD and KERNEL – historical investments on the Warsaw Stock Exchange”

+20.75% (+32.31% including change of GBP/PLN ratio) during 4.5 months, WSE wallet – week 08/08/2016 – 14/08/2016

During the week 08/08/2016 – 14/08/2016, the value of carefully selected stocks went up 2.34% versus WIG20 return +1.77% and WIG +2.34%.

+20.75% (+32.31% 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 (4.5 months) ratio British currency / Polish currency – GBP/PLN has changed from 5.41 to 4.94. 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.

WSE wallet – total return:                       +20.75%
Continue reading “+20.75% (+32.31% including change of GBP/PLN ratio) during 4.5 months, WSE wallet – week 08/08/2016 – 14/08/2016”

STALPRODUKT SA – one of eight WSE wallet companies revealed!

I have decided to show you one of eight companies from my WSE wallet. The name of the company is Stalprodukt SA and it operates in metal products industry. The company’s shares have went up +49.13% since I added them to the WSE wallet (less than 3 months).

In the chart below I show moments of buying shares of that company to my real wallet – green dots.
chart1

Continue reading “STALPRODUKT SA – one of eight WSE wallet companies revealed!”