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Strategies & Market Trends : Value Investing
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From: staring7/19/2017 6:41:03 PM
   of 78685
 
I have been busy this quarter, therefore I have been participating very little. But here's my performance, updated for this quarter:

DataTurnover %MSCI World (URTH)ETF S&P 500 (SPY)ETF Stoxx 600 (EXSA)Portfolio Performance % USDExcess Return over MSCI World
7/31/20164.40%3.75%3.51%3.34%5.81%2.06%
8/30/20164.50%0.51%0.39%1.10%1.61%1.10%
9/30/201622.70%0.11%-0.28%0.07%-0.45%-0.56%
10/31/201614.50%-2.12%-1.73%-3.43%0.17%2.28%
11/30/201618.80%1.67%3.67%-2.30%-0.33%-2.00%
12/30/201617.50%2.09%2.02%4.36%5.65%3.56%
1/31/20179.40%2.75%1.77%2.96%2.09%-0.66%
2/28/20170.00%2.60%3.89%0.55%1.70%-0.89%
3/31/20178.40%1.02%0.13%4.90%1.00%-0.02%


4/30/20175.4%1.67%0.98%3.64%2.19%0.53%
5/31/20172.8%2.06%1.39%4.97%1.63%-0.43%
6/30/201725.90%0.41%0.63%-0.89%2.13%1.72%
Cumulative Performance134.30%16.51%16.36%19.26%22.82%6.31%
My current cash position (in Euro and USD) is 7% of the portfolio, and I have currently the following holdings:
BMW; ZAKLADY AZOTOWE PULAWY SA (Poland); MAYR MELNHOF KARTON (Austria); PBFX; UVE; CMRE; TARO; KORS; BRK.B; GNC; BABA; AZO; DFS; CMRE-D; SIG; DSW; DKS; VIAB; HIBB; SYNT; AMCX; AFSI; GILD; AAPL; SKWS; BBBY; GMLP; UTHR; Naturhouse (Spain); Easyjet (UK); XLMedia (UK); Dart Group (UK); Plus500 (UK); AXA (France); PSB (France); MGI Coutier (France); Group CRIT (France); Cofina (Portugal); Navigator Company (Portugal); Sonae (Portugal); Wessanen (Netherlands)
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