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”

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”

+26.94% (+38.38% including change in currency ratio) – the results of the WSE wallet after half a year of running a public portfolio

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At the end of March 2016 I decided to start running the public portfolio of shares on the Warsaw Stock Exchange Continue reading “+26.94% (+38.38% including change in currency ratio) – the results of the WSE wallet after half a year of running a public portfolio”

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.

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Continue reading “WSE wallet – week 19/09/2016 – 25/09/2016”

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”

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