All posts related to my portfolio can be found below.
Anything from my latest investments to my most recent portfolio update; it’s all here.
Quarterly Portfolio Report – Q3 2020
October 22, 2020
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
August 25, 2020
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
July 15, 2020
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
June 13, 2020
A small update on my portfolio. Increasing my portfolio by 15K has impacted the performance, but how much? I want to address that now. I'm going to check out two major metrics that help determine my portfolio performance: Time-Weighted Return or TWR and Money-Weighted Return aka MWR. How did this increase impact my portfolio?
Looking for posts about my milestones?
You can find all of them here.
Personal and financial milestone progress!
September 3, 2020
I finally took a step forward in my personal milestone! It took way longer than expected but I will finally move forward this month.
After this I still have other milestones to achieve but whether or not I'm going to make it remains to be seen.
Portfolio update: stock purchases using tax deduction
March 15, 2020
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…
How one tax deduction reduced my apartment cost by 17K
March 11, 2020
Something interesting happened about a week ago. As you might have read –on my twitter feed or on the blog– I signed the deed of the mortgage and apartment. As a result I'm official the owner the apartment and the land the building is build on; Partially when it comes to the land. What I hadn't mentioned was that I got a 16,575 EUR tax deduction!
Milestones for 2020
January 15, 2020
2020 is upon us! As I did last year, I will try to aim for certain milestones on both a personal and financial level. I already went over my 2019 milestones, which let us be honest, was so-so. But if I can learn from this and do a better estimation this year then it was worth it to make them.
You can find all my Savings Rate reports below; ever since I started reporting them in 2019.
They are ordered newest first.
My monthly Savings Rate report: September 2020
September 30, 2020
Higher medical costs, a major milestone with my apartment, and continuous investments in my blog, that is a good summary of September. All of this and more gave me a good but still not amazing September Savings Rate.
My monthly Savings Rate report: August 2020
September 1, 2020
August was a bit more expensive than expected. Mainly because the summer sales got moved to this month. I tried my best not to fall for the tricks they try to apply every year and I think I succeeded very well. But even then, I did buy a few things I needed.
My monthly Savings Rate report: July 2020
August 3, 2020
If I had to describe July in one month it would be 'fun'. Bit of a weird thing to say during a pandemic, no?
Thanks to a couple of trips and celebrating my wife's graduation from her Master (yeaaaah! well done!) we were able to forget the return of the coronavirus.
My monthly Savings Rate report: June 2020
July 9, 2020
After a live-changing May, June was a lot less crazy. That is not to say that nothing happened in June. I actually invested quite a bit in the site. These investments made my SR drop but thanks to my holiday pay, I was able to keep the damage to a minimum.