Stocks Archives

Should you invest in a garage?

Garage boxes are known as a carefree real estate investment with a high return.

JAT: China’s FAANGs

the US has FANG (Facebook, Amazon, Netflix, and Google(Alphabet). China has JAT (JD.com, Alibaba, and Tencent). These Chinese Internet stocks are benefiting from an extra dynamic, got trashed just as well, and recover just as much.

Aedifica Vs Cofinimmo: a comprehensive comparison

Cofinimmo vs Aedifica: Which Belgian healthcare REIT is better?

The health care sector is at the center of the Corona pandemic. Especially in Belgium where during the first wave, elderly care centers got hit hard. Luckily, after a bit of delay, the situation stabilized and the worst was over. It also didn't impact the rental payments too much as both healthcare REITs Aedifica and Cofinimmo kept receiving rent. So, both healthcare REITs seem to be solid amidst this continuing chaos but are either one of them better than the other?

Belgian REIT Cofinimmo is getting even better

My favorite individual stocks in my core-satellite portfolio are my Belgian REITs. Aedifica and Cofinimmo are solid companies that focus on a sector in real estate that is still growing: (health) care. Where Aedifica already has over 60% in care property, allowing it to reduce its withholding tax from 30% to 15%, Cofinimmo is now nearing that threshold.

Time-Weighted Return vs Money-Weighted Return

TWR vs MWR: calculating the benefits of deposit and withdrawal

Time-Weighted Return (TWR) and Money-Weighted Return (MWR) are excellent metrics to analyze your portfolio’s performance. But they tend to be misunderstood. I want to unravel this today by using my own portfolio and the multiple deposits I did over the course of a couple of months.