This will be a fast post, just after the list, and a big one.
The Dogs of Euronext if viewed on their own didn't perform bad. However the benchmarks still beats the Dogs.
The Dogs returned 6,63% while the Euronext 100 did better with 8,2%. It looks like this isn't the way to go.
For this month I picked again only 1 stock, the Rolls-Royce Group. The name just atracts attention and it's results suited what I am looking for.
Beneath are the lists of my picks, virtual picks and the benchmarks.
My picks
| Name | Date bought | Number | Price payed | Price 19/03/2007 | Difference |
| Hci capital | 18/10/2006 | 363 | 13,87 € | 17,10 € | 23,29% |
| salzgitter | 18/10/2006 | 63 | 79,89 € | 103,66 € | 29,75% |
| Belgacom | 17/11/2006 | 108 | 27,90 € | 34,31 € | 22,97% |
| Mittal | 17/11/2006 | 100 | 29,36 € | 37,49 € | 27,69% |
| Brederode | 17/11/2006 | 105 | 29,00 € | 29,15 € | 0,52% |
| fornix bioscience | 17/11/2006 | 140 | 22,34 € | 21,88 € | -2,06% |
| Unibail | 14/12/2006 | 17 | 180,70 € | 220,10 € | 21,80% |
| Innoconcepts | 14/12/2006 | 255 | 11,75 € | 12,34 € | 5,02% |
| Tomtom | 18/01/2007 | 91 | 33,13 € | 30,67 € | -7,43% |
| GL Trade | 18/01/2007 | 73 | 41,45 € | 39,50 € | -4,70% |
| Rio Tinto | 16/02/2007 | 70 | 42,97 € | 41,58 € | -3,23% |
| Vallourec Group | 16/03/2007 | 17 | 169,50 € | 166,60 € | -1,71% |
| Rolls-Royce Group | 20/04/2007 | 401 | 7,47 € | 7,47 € | 0,00% |
| Total Portfolio | 63.432,51 € | ||||
| Stocks | 50.311,52 € | ||||
| Cash | 13.120,99 € | ||||
| Increase since 01/01/2007 | 8,64% | ||||
| 58.390,45 € | |||||
| Increase since start | |||||
| 57.335,76 € | 10,63% |
Virtual Portfolio
| Name | Buy date | Number | Buying price | Price 20/04/07 | Difference |
| arques industries | 17/11/2006 | 260 | 11,57 € | 16,44 € | 42,09% |
| Aleo Solar NA | 17/11/2006 | 517 | 5,81 € | 11,16 € | 92,08% |
| GCI management | 17/11/2006 | 320 | 9,38 € | 8,35 € | -10,98% |
| HCI Capital | 17/11/2006 | 216 | 13,94 € | 17,02 € | 22,09% |
| Salzgitter | 17/11/2006 | 36 | 84,71 € | 104,95 € | 23,89% |
| VEM Aktienbank | 17/11/2006 | 546 | 5,50 € | 4,30 € | -21,82% |
| GL Trade GLT | 14/12/2006 | 80 | 37,50 € | 39,40 € | 5,07% |
| Innoconcepts NV | 14/12/2006 | 255 | 11,79 € | 12,38 € | 5,00% |
| BT Group | 18/01/2007 | 636 | 4,72 € | 4,60 € | -2,54% |
| Burren Energy | 18/01/2007 | 271 | 11,23 € | 11,11 € | -1,07% |
| Absolute Capital Management Holdings | 15/02/2007 | 432 | 6,95 € | 6,95 € | 0,00% |
| Drax Group PLC | 15/03/2007 | 270 | 11,11 € | 11,39 € | 2,52% |
| Vallourec Group | 15/03/2007 | 18 | 169,48 € | 167,00 € | -1,46% |
| Olympique Lyonnais group | 24/04/07 | 146 | 20,65 € | 20,65 € | 0,00% |
| Total Virtual Portfolio | 65.797,65 € | ||||
| Cash | 15.139,25 € | ||||
| Stocks | 50.658,40 € | ||||
| Increase since 01/01/2007 | |||||
| 59.650,21 € | 10,31% | ||||
| Increase since start | |||||
| 57.335,76 € | 14,76% |
Benchmarks
| Start | 01/01/07 | 20/04/07 | Change Start | Change 01/01 | |
| Euronext 100 | 942,47 | 968,55 | 1036,49 | 9,98% | 7,01% |
| Dax | 6.412,36 | 6.596,92 | 7354,85 | 14,70% | 11,49% |
| FTSE 100 | 6.155,19 | 6.310,93 | 6492 | 5,47% | 2,87% |
| Euronext For Dogs | 957,92 | 1036,49 | 8,20% | ||
| Average | 10,05% | 7,12% |
Conclusion
I'm not doing bad, but the formula itself still beats me. I don't beat the benchmark all that much, the virtual stocks however return 3% or 4% more then the benchmark, I only do 0,5% or 1,5% better. I can only hope for some bad years on the stockmarket to see if my method pays of or not. If it doesnt, I will settle for beating the benchmark with 4 % a year!.
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