Portfolio Archives

Should I sell in May and go away?

The adage ‘Sell in May and go away, but buyback (or come back) by St Leger Day” or equivalents such as “Sell in May and go away, but be back in September”, is something that pops up every year in May. This is for the obvious reason that it’s about the month of May. I never really gave too much thought about what it really meant. I’d like to have a closer look and see if it can actually be beneficial to my return.

First financial milestone of 2019 reached!

April has just come to pass. It’s the month where Spring is in full swing and where we get lots of Easter chocolate. It also brought me my profit participation which is a cool €2,701. Thanks to this additional income I could transfer the last €7,000 needed to reach a financial milestone I set for myself.

Quarterly Portfolio Report - growing stack of coins

Quarterly Portfolio Report – Q1 2019

A new quarter is over. It's almost the exact opposite of Q4 2018. All of the (trading) accounts in my portfolio recovered, and thanks…

What type of investor are you?

At the beginning of every year, I get a letter from the bank I have an investment portfolio with to review my investment and based on a questionnaire reevaluate what type of investor I am, i.e., my investment profile. Then based on the result we check what’s the most optimal way to invest my money.

Portfolio update: new savings account & stock purchases

We are only the second week of January and I can already give a major update on my portfolio and milestones progress. This is in part due to the decline we saw at the end of 2018 and the opportunity it offered me to enter at a lower price for quite a few stocks.