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