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

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.

+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.

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%.

Summary of my investments in 2016

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,

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

Financial reports for the 3^rd 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.

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

On 1^st 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%.

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

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.

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

At the end of March 2016 I decided to start running the public portfolio of shares on the Warsaw Stock Exchange

+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.

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.

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.

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.

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.