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Here we are, at yet another year-end. This is the third time I close my portfolio; and how! What a ride. Corona had a huge impact on me personally but also on my financial situation and in a good way even!
Are Emerging Markets worth your money?
Whenever you request guidance on how to invest to reach FIRE, you will often receive the comment you should invest in Emerging Markets e.g. through IWDA + EMIM. But should you?
Quarterly Portfolio Report – Q3 2020
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The third quarter is already more than 2 weeks behind us but due to an increasing workload and my Spanish classes, I wasn’t able to get to my quarterly report. Luckily I found some time so let us jump right into it!
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.
Quarterly Portfolio Report – Q2 2020
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Quarter two was just as much of a thrill ride as Q1, but in reverse. We went from a bear market to new highs in a matter of weeks instead of months or years. The question is though, is this move sustainable? For the moment the sharp recovery results in an excellent recovery of my portfolio across the board.
TWR vs MWR: calculating the benefits of deposit and withdrawal
A small update on my portfolio. Over two months ago, I wrote about new ETF and individual stock purchases after the drop in prices and after receiving a tax deduction on my apartment purchase. Today I want to add an extra update after I received an inheritance two weeks ago.
5 thematic funds for the future
More and more thematic funds are being released on us: from agriculture to solar energy. It’s won’t help you keep a simple portfolio, but if you are interested in dabling in other areas than a region-based portfolio and don’t mind doing some futurology -yes that’s a thing- I’d like to go over a few interesting options.
Quarterly Portfolio Report – Q1 2020
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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!