Portfolio Archives

Quarterly Portfolio Report - growing stack of coins

Quarterly Portfolio Report – Q1 2020

USD rate used: 1 USD = 0.9209908 EUR

-EUR

Total portfolio worth (all in)

+EUR

Total portfolio worth (Savings & Effects)

The first quarter of 2020 was a thrill ride. Especially March turned out to be crazy. When you compare it to Q4, all my investments took a nosedive. From an all-time high for my personal portfolio to a new low.

Portfolio update: stock purchases using tax deduction

Thanks to a tax deduction on my newly bought apartment on plan, I received about 17,000 EUR. This allows me to give a nice update on my portfolio and milestones progress.

Ethical investing: Does socially responsible investing pay off?

ESG and SRI are two acronyms used for ethical investing. Thanks to the recent surge in ethical investing the Belgian bank NewB found enough investors to get all the funds to receive a banking license. This makes them the first bank focusing mainly on ethical investing and banking. What started as an idea in the aftermath of the financial crisis to change banking forever, much as the crisis did, is now a bank with a license. Ethical investing is taking off!

Why I love (Belgian) REITs and you should too

2020 is almost over with the coronavirus still floating across the globe infecting thousands of people daily, but multiple vaccines are about to fight back. The market originally went into panic mode and sold off all of the gains it made this year, and then some, but quickly recovered.

The majority of stocks had gone quite a bit lower. However, thanks to their defensive nature, REITs were able to remain relatively steady for a while.

Quarterly Portfolio Report – Q4 2019

USD rate used: 1 USD = 0.89487 EUR

+EUR

Total portfolio worth (excl. mortgage)

The last quarter of 2019 continued where Q3 stopped, on a high note. The amazing experiences continued and the market kept performing stellar and kept making new highs.