WSE wallet – week 19/09/2016 – 25/09/2016

During the week 19/09/2016 – 25/09/2016, the value of carefully selected stocks went down -0.97% versus WIG20 return +1.63% and WIG +1.48%. Apart from that, the Polish currency PLN has appreciated in value vis-à-vis GBP, USD and EUR. It can be a result of the fact that foreign investors have noticed a good time to invest in Polish stocks – usually they start with big companies from WIG20 index. I am not surprised – please see the chart below. Polish stock market seems to have a 10-year real expected return at about 11%, which is slightly less than Russian stock market which is considered to be a quite risky market to invest in.

wykres poland vs rest.PNG

At the chart below 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.

chart1.PNG

If you want to be informed about the investment portfolio composition and any changes straight away – read How to subscribe?

WSE wallet – total return:                     +23.63%

Week 19/09/2016 – 25/09/2016             -0.97%

Week 12/09/2016 – 18/09/2016              +0.21%

Week 05/09/2016 – 11/09/2016              -0.90%

Week 29/08/2016 – 04/09/2016             +1.20%

Week 22/08/2016 – 28/08/2016             +3.06%

Week 15/08/2016 – 21/08/2016              -0.18%

Week 08/08/2016 – 14/08/2016              +2.34%

Week 01/08/2016 – 07/08/2016              +2.47%

Week 25/07/2016 – 31/07/2016               +1.21%

Week 18/07/2016 – 24/07/2016               +4.58%

Week 11/07/2016 – 17/07/2016                 +4.35%

Week 04/07/2016 – 10/07/2016               -0.74%

Week 27/06/2016 – 03/07/2016               +2.05%

Week 20/06/2016 – 26/06/2016               +1.23%

Week 13/06/2016 – 19/06/2016                -3.76%

Week 06/06/2016 – 12/06/2016                -0.03%

Week 30/05/2016 – 05/06/2016                -1.90%

Week 23/05/2016 – 29/05/2016                +3.33%

Week 16/05/2016 – 22/05/2016                +1.54%

Week 09/05/2016 – 15/05/2016                +1.71%

Week 02/05/2016 – 08/05/2016                -1.05%

Week 25/04/2016 – 01/05/2016                -2.81%

Week 18/04/2016 – 24/04/2016                +1.26%

Week 11/04/2016 – 17/04/2016                +0.04%

Week 04/04/2016 – 10/04/2016                +2.74%

Week 28/03/2016 – 03/04/2016                +0.85%

Total return:

+23.63% – WSE wallet 

+0.17% – WIG – Warszawski Indeks Giełdowy (Warsaw Stock Exchange Index)

-8.97% – WIG20

If you want to be informed about the investment portfolio composition and any changes straight away – read How to subscribe?

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