Valuesignals Logo
author Olivier Dambrine - March 10, 2015

The STOXX 600 moved up from a gain of 8,7% in January to 14,5%. Our portfolio performed even better in February and showed a gain of 19,7%, an increase of 1030 basis points compared to the previous month. This is one of the best starts of the year since we started this portfolio 5 years ago. This growth was supported by a majority of holdings with a few stars sticking out. The North American portfolio showed a smaller return of 4,2%, but this still beats the S&P, which stands at 2,2%...[more]

Tweet
Valuesignals Logo
author Olivier Dambrine - February 9, 2015

The European markets got off to a very strong start in 2015. On the 22nd of January, the ECB announced that it’s bringing out the big guns to reverse the continent’s slide into economic stagnation. From March 2015 onwards, it will will buy €60 billion of assets - including government, institutional and private sector bonds - and will do so until at least September 2016. With these extreme measures it hopes to get the eurozone growing again and increase inflation - which is currently negative - to its target of 2%.

This decision had a significantly positive impact on the European stock markets, with the STOXX600 increasing 8...[more]

Tweet
Valuesignals Logo
author Olivier Dambrine - January 13, 2015

After the great returns in 2013 (+39,7% for the European portfolio and +43,2% in North-America) the markets started the year at a generally overvalued level. It was a very difficult time for value investors to beat the market indices. Nevertheless, our European portfolio and US portfolio have done very well and grown by 7 and 7,1%.

European portfolio

The European portfolio managed to beat the STOXX600 for a 5th consecutive year. Here’s the overview of the last 5 years:

[more]

Tweet
Valuesignals Logo
author Olivier Dambrine - November 29, 2014

We just launched a new screen that allows everyone to build a fixed income strategy based on a quantitative investment model based on stocks instead of bonds. Not only does it allow you to grow your principal but it also gives you a pay raise every year so you can retire without having to worry about inflation!

Click here to learn more about this screen.

...[more]
Tweet