The WSE wallet update, working on the new website, Q3 financial reports

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At the chart above you can see how 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 “The WSE wallet update, working on the new website, Q3 financial reports”

+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”

+2.68%, WSE wallet – week 26/09/2016 – 02/10/2016

During the week 26/09/2016 – 02/10/2016, the value of carefully selected stocks went up 2.68% versus WIG20 return -1.21% and WIG -0.86%. It shows how important a proper selection is.

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At the chart above you can see how performance of the WSE wallet has beaten benchmarks of the Warsaw Stock Exchange (WIG and WIG20) and the bank deposit.
Continue reading “+2.68%, WSE wallet – week 26/09/2016 – 02/10/2016”

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”

WSE wallet – week 12/09/2016 – 18/09/2016

During the week 12/09/2016 – 18/09/2016, the value of carefully selected stocks went up +0.21% versus WIG20 return -1.13% and WIG -0.34%. It shows how important a proper selection is.

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At the chart above you can see how performance of the WSE wallet has beaten benchmarks of the Warsaw Stock Exchange (WIG and WIG20) and the bank deposit.
Continue reading “WSE wallet – week 12/09/2016 – 18/09/2016”

WSE wallet – week 05/09/2016 – 11/09/2016

During the week 05/09/2016 – 11/09/2016, the value of carefully selected stocks went down -0.90% versus WIG20 return -0.76% and WIG -0.17%. Some investors decided to realise profits from the last amazing rally. The WSE wallet went up 20% during last 2 months – it is a really nice return. However I am still sure that the selected companies will go up even more and I have decided not to sell.

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At the chart above you can see how performance of the WSE wallet has beaten benchmarks of the Warsaw Stock Exchange (WIG and WIG20) and the bank deposit.
Continue reading “WSE wallet – week 05/09/2016 – 11/09/2016”

+1.20%, WSE wallet – week 29/08/2016 – 04/09/2016, changes in the composition of the WSE portfolio

During the week 29/08/2016 – 04/09/2016, the value of carefully selected stocks went up 1.20% versus WIG20 return -0.11% and WIG -0.47%. It shows how important a proper selection is.perfrom4At the chart above you can see how performance of the WSE wallet has beaten benchmarks of the Warsaw Stock Exchange (WIG and WIG20) and the bank deposit.
Continue reading “+1.20%, WSE wallet – week 29/08/2016 – 04/09/2016, changes in the composition of the WSE portfolio”

+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”