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Category archives for: Value-Investing

Long Term Value Portfolio – April 2013 Update

Since March 26th 2011, our portfolio is up 38.89% in €, against +37.71% for the SP500 and +2.75% for the Eurostoxx50.

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JNJ – Removal from the Long Term Value Portfolio

Dear Subscriber, JNJ closed today at $85.12, and I decided to remove it from our Long Term Value Portfolio. At the current exchange rate of 1.3032, that means we will free up (89 shares x 85.12$ / 1.3032=) 5,813.14€. We invested 4,019.41€ in JNJ on June 4th 2011 (click HERE for the analysis), meaning we [...]

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ASM International – Removed from the Value Portfolio

ASM International Removed from Value Portfolio…

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SSO – Applying the New Strategy

Applying the New Value Portfolio Strategy…

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SYK – Applying the New Strategy…

Applying the New Value Portfolio Strategy…

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AFL – Applying the New Strategy…

Applying the new Strategy…

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WFC – Applying the New Strategy

Applying the New Value Portfolio Strategy…

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ESRX – Applying the New Strategy

Applying the New Value Portfolio Strategy…

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HPQ – Applying the new Strategy

Applying the New Value Portfolio Strategy…

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The Search of The Holy Grail…

The Search of The Holy Grail continues…

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