The Dogs of Euronext seem to be doing worse each and every month.
So far the Benchmark reached 9,29% during the test period while the Dogs only gained 5,98%. The only way they can get back in the race is that they survive a decline in the market better then the benchmark.
This month I picked the same stock as I had to buy in the virtual portfolio.
Arcandor AG is coming to help us reach our goals.
My Picks
| Name | Date bought | Number | Price payed | Price 17/05/2007 | Difference |
| Hci capital | 18/10/2006 | 363 | 13,87 € | 15,56 € | 12,18% |
| salzgitter | 18/10/2006 | 63 | 79,89 € | 134,83 € | 68,77% |
| Belgacom | 17/11/2006 | 108 | 27,90 € | 32,84 € | 17,71% |
| Mittal | 17/11/2006 | 100 | 29,36 € | 42,56 € | 44,96% |
| Brederode | 17/11/2006 | 105 | 29,00 € | 31,76 € | 9,52% |
| fornix bioscience | 17/11/2006 | 148 | 22,34 € | 20,86 € | -6,62% |
| Unibail | 14/12/2006 | 17 | 180,70 € | 194,70 € | 7,75% |
| Innoconcepts | 14/12/2006 | 255 | 11,75 € | 15,20 € | 29,36% |
| Tomtom | 18/01/2007 | 91 | 33,13 € | 30,44 € | -8,12% |
| GL Trade | 18/01/2007 | 73 | 41,45 € | 39,85 € | -3,86% |
| Rio Tinto | 16/02/2007 | 70 | 42,97 € | 53,04 € | 23,43% |
| Vallourec Group | 16/03/2007 | 17 | 169,50 € | 225,16 € | 32,84% |
| Rolls-Royce Group | 20/04/2007 | 401 | 7,47 € | 7,64 € | 2,28% |
| Arcandor AG | 17/05/2007 | 113 | 26,90 € | 26,68 € | -0,82% |
| Total Portfolio | 64.890,81 € | ||||
| Stocks | 54.604,50 € | ||||
| Cash | 10.286,31 € | ||||
| Increase since 01/01/2007 | 11,13% | ||||
| 58.390,45 € | |||||
| Increase since start | |||||
| 57.335,76 € | 13,18% |
Virtual Portfolio
| Name | Buy date | Number | Buying price | Price 17/05/07 | Difference |
| arques industries | 17/11/2006 | 260 | 11,57 € | 22,90 € | 97,93% |
| Aleo Solar NA | 17/11/2006 | 517 | 5,81 € | 10,70 € | 84,17% |
| GCI management | 17/11/2006 | 320 | 9,38 € | 8,04 € | -14,29% |
| HCI Capital | 17/11/2006 | 216 | 13,94 € | 15,56 € | 11,62% |
| Salzgitter | 17/11/2006 | 36 | 84,71 € | 134,83 € | 59,17% |
| VEM Aktienbank | 17/11/2006 | 546 | 5,50 € | 5,63 € | 2,36% |
| GL Trade GLT | 14/12/2006 | 80 | 37,50 € | 39,85 € | 6,27% |
| Innoconcepts NV | 14/12/2006 | 255 | 11,79 € | 15,20 € | 28,92% |
| BT Group | 18/01/2007 | 636 | 4,72 € | 4,82 € | 2,12% |
| Burren Energy | 18/01/2007 | 271 | 11,23 € | 12,06 € | 7,39% |
| Absolute Capital Management Holdings | 15/02/2007 | 432 | 6,95 € | 6,80 € | -2,16% |
| Drax Group PLC | 15/03/2007 | 270 | 11,11 € | 12,13 € | 9,18% |
| Vallourec Group | 15/03/2007 | 18 | 169,48 € | 225,16 € | 32,85% |
| Olympique Lyonnais group | 24/04/07 | 146 | 20,65 € | 21,61 € | 4,65% |
| Arcandor ag | 18/05/07 | 113 | 26,68 € | 26,68 € | 0,00% |
| Total Virtual Portfolio | 66.923,01 € | ||||
| Cash | 12.124,41 € | ||||
| Stocks | 54.798,60 € | ||||
| Increase since 01/01/2007 | |||||
| 59.650,21 € | 12,19% | ||||
| Increase since start | |||||
| 57.335,76 € | 16,72% |
Benchmarks
| Start | 01/01/07 | 17/05/07 | Change Start | Change 01/01 | |
| Euronext 100 | 942,47 | 968,55 | 1046,87 | 11,08% | 8,09% |
| Dax | 6.412,36 | 6.596,92 | 7499,5 | 16,95% | 13,68% |
| FTSE 100 | 6.155,19 | 6.310,93 | 6579,3 | 6,89% | 4,25% |
| Euronext For Dogs | 957,92 | 1046,87 | 9,29% | ||
| Average | 11,64% | 8,67% |
Conclusion
The difference between my picks and the benchmark is getting bigger, and I seem to be getting closer to the virtual picks.
Still beating the benchmark with 2,5% year to dat isn't bad. I can't wait to see the result at the end of the year and in 5 years
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