January 16, 2008

Value indexing Europe 2 Portfolios

Here are the 2 portfolios.

Price to book value portfolio

Name Sector Country Price
TETRAGON FINANCIAL GROUP LIMITED (TFG) Financial NL 6,3
SOFINA (SOF) Financial BE 78,07
WERELDHAVE BELGIUM SCA (WEHB) Services BE 49,48
AUXIMINES (AUX) Financial BE 817,5
GROUPE BRUXELLES LAMBERT (GBLB) Financial BE 83,5
BREDERODE (BREB) Financial BE 25,2
VECTRANE SA (VEC) Services FR 15,49
COMPAGNIE LA LUCETTE (MILU) Basic Materials FR 26
SOCIETE SUCRIERE DE PITHIVIERS LE VIEIL (SPV) Consumer/Non-Cyclical FR 505,5
LBI INTERNATIONAL AB (LBI) Technology NL 3,17
VASTNED OFFICES/INDUSTRIAL NV (VNOI) Services NL 19,02
ROLINCO N.V. (ROLA) Financial NL 22,6
SOCIETE FONCIERE LYONNAISE (FLY) Services FR 49
COFINIMMO SA (COFB) Services BE 121,02
GECINA (GFC) Services FR 92,66
LEASINVEST REAL ESTATE SCA (LEAS) Services BE 63
FONCIERE DES MURS SCA (FMU) Services FR 22,5
FINANCIERE DE TUBIZE S.A. (TUB) Financial BE 31,85
COMPAGNIE DU BOIS SAUVAGE (COMB) Financial BE 355
KONINKLIJKE DSM N.V. (DSM) Basic Materials NL 28,84








Value 16/01/2008 ( start) 60.060,79 €

Eurostoxx 50 (start) 4144,07





Value 16/01/2008 60046,68

Eurostoxx 50 4142,18





Result PE -0,02%

Result Eurostoxx -0,05%



Price to Earnings Portfolio



Name Sector Country Price
FINANCIERE DE TUBIZE S.A. (TUB) Financial BE 32,19
GROUPE BRUXELLES LAMBERT (GBLB) Financial BE 83,11
AUXIMINES (AUX) Financial BE 817,5
BREDERODE (BREB) Financial BE 25,2
GROUPE SOLVAC (SOLV) Financial BE 112,2
TETRAGON FINANCIAL GROUP LIMITED (TFG) Financial NL 6,35
WERELDHAVE NV (WHA) Services NL 69,42
CORIO N.V. (CORA) Financial NL 48,06
VASTNED RETAIL N.V. (VASTN) Services NL 58,76
NIEUWE STEEN INVESTMENTS NV (NISTI) Services NL 17,2
BUREAU VERITAS SA (BVI) Services FR 32,33
DOCKS LYONNAIS (DOLY) Services FR 73,12
VECTRANE SA (VEC) Services FR 15,16
SOCIETE FONCIERE LYONNAISE (FLY) Services FR 49
UNIBAIL-RODAMCO (UL) Services FR 147,82
BOLIDEN AB (BWJ) Basic Materials DE 9,15
SALZGITTER AG (SZG) Basic Materials DE 91,4
DEUTSCHE BETEILIGUNGS AG (DBA) Financial DE 17,36
ARQUES INDUSTRIES AG (AQU) Financial DE 17,91
NORDDEUTSCHE AFFINERIE AG (NDA) Basic Materials DE 23,92




Value 16/01/2008 ( start) 60.188,31 €

Eurostoxx 50 (start) 4144,07





Value 16/01/2008 60211,32

Eurostoxx 50 4142,18





Result PE 0,04%

Result Eurostoxx -0,05%


From now on every month I will check in with the results.
Let's see if value based indexing really beats the market

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