Historical portfolio returns:

 

Includes performance up to: 31 December 2009

 

When reviewing our portfolio returns please remember that past performance is no indication of future performance. Just like you I do not know what my future performance will be.

Also please refer to our disclaimer

 

 Performance of recommendations in 2009

Company Country Added Return
Deutsche Telekom Germany Jun 2009 +25.5%
London & Stanford UK Jul 2009 -0.3%
Contango Oil & Gas USA Aug 2009 -0.2%
Vivendi France Sep 2009 -1.0%
CCA Industries Inc. USA Oct 2009 +20.9%
Nationwide Accident Repair Services UK Nov 2009 -1.6%

All the above investments were recommended in out Eurosharelab Alert Service

 

 

Performance before 2009

As I only started the investment newsletter in May 2009 the tables below refer to the performance of my portfolio since 2002.

  

Year

Return

2002

17.0%

2003

37.4%

2004

27.9%

2005

27.7%

2006

2.1%

2007

-10.4%

2008

-12.8%

Average

12.7%

Returns in 2002 and 2003 may not be representative as the portfolio was being built up from low investment levels.

 

 

Portfolio performance against the Indices:

Growth of 100 invested in each portfolio on 1 Jan 2002


My portfolio

STOXX 50

STOXX 600

DAX

MSCI World (Euro)

2002

117

58

60

47

61

2003

161

62

66

60

66

2004

206

64

71

63

69

2005

263

76

88

79

86

2006

268

84

103

96

90

2007

240

84

103

117

87

2008

209

47

55

70

53

 

 

World markets turned in the following performances:


Europe

Germany

USA

UK

World


STOXX 50

STOXX 600

DAX

S&P 500

Dow Jones

FTSE All-Share

MSCI World (Euro)

2002

-42.1%

-39.9%

-53.1%

-26.5%

-20.7%

-31.3%

-39.1%

2003

6.3%

9.6%

27.7%

22.3%

21.5%

14.8%

8.8%

2004

3.8%

9.0%

6.8%

8.4%

3.1%

9.2%

5.0%

2005

20.1%

22.8%

26.0%

3.8%

-0.1%

17.3%

23.6%

2006

10.1%

17.4%

21.0%

11.8%

14.9%

11.9%

5.4%

2007

-0.4%

-0.2%

22.3%

3.5%

6.4%

2.0%

-3.4%

2008

-43.9%

-46.0%

-40.4%

-38.5%

-33.8%

-32.8%

-39.1%

Average

-6.6%

-3.9%

1.4%

-2.2%

-1.2%

-1.3%

-5.5%


 

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