November 5, 2007

Stock Picks March

Originaly posted 19 march 2007

Again I only picked just one stock this month.


I need to slow down a bit, or I won't have enough cash to buy a stock each month.


However this month seemed to be a month with some new possibilities. A few new names in the first 30 stocks.


At the moment I'm more and more struggling with the fact that I only get to do something once a month. I would like to be more active. But at the moment I do not have the time to be an active investor the decent way. ( In my eyes that is value investing, researching annual reports,...)


Here is my portfolio:



























































































































































































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 16/01/1900 169,50 € 166,60 € -1,71%
Total Portfolio 60.442,13 €
Stocks 44.508,31 €
Cash 15.933,82 €
Increase since 01/01/2007 3,51%
58.390,45 €
Increase since start
57.335,76 € 5,42%

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