Laren, 28 mei 2016 

Schrijf je even in op mijn site: http://goedbeleggen.wordpress.com/ (Rechtsboven onder de Landschapsfoto)

 

I started my portfolio at the end of October 2006:

 

28-mei-16

 

 

 

 

 

 

 

 

 

Start

 

 

 

 

 

Out/

 

Jan

Feb

Mrt

Apr

Mei

Jun

Jul

Aug

Sep

okt-06

Nov

Dec

Jaar

AEX

in %

Under

 

 

 

 

 

 

aex:

486.6

 

 

 

 

Perf

2006

 

 

 

 

 

 

21.8

-2.8

19.0

495.3

1.8

17.2

2007

6.4

9.6

0.2

2.1

7.3

3.3

-1.1

-2.7

6.5

9.4

-7.0

1.6

35.6

515.8

4.1

31.5

2008

-7.4

10.6

-9.4

-0.3

0.9

-2.2

5.8

0.5

-20.6

-15.5

-5.6

-4.3

-47.5

245.9

-52.3

4.8

2009

7.4

-4.7

-1.6

9.6

5.0

-5.2

15.5

-0.4

1.4

-9.8

1.7

5.1

24.1

335.3

36.3

-12.3

2010

4.1

1.0

7.0

-1.1

-2.0

-4.8

1.3

-0.5

3.5

3.4

6.8

9.0

27.7

354.6

5.7

22.0

2011

-3.3

3.9

-2.9

-3.0

-4.0

-3.3

2.8

-6.4

-9.2

6.4

3.2

3.2

-13.6

312.5

-11.9

-1.7

2012

3.8

-1.4

-2.3

-3.3

-3.8

4.1

3.1

-0.4

0.9

1.8

0.8

1.0

4.2

342.7

9.7

-5.5

2013

0.8

-4.1

2.2

0.5

2.0

-4.8

7.9

-1.1

4.6

3.4

2.9

2.7

17.6

401.8

17.2

0.3

2014

-0.7

4.8

-2.4

2.2

0.2

0.3

-1.8

1.9

-2.6

-1.7

-0.1

0.9

0.5

424.5

5.6

-5.2

2015

7.4

6.8

2.9

-1.3

5.1

-2.6

1.2

-7.4

-3.5

7.2

0.5

-1.0

15.0

441.8

4.1

10.9

2016

-1.6

1.5

1.3

0.6

2.9

4.7

450.9

2.1

2.7

 

 

 

Totaal:

102.8

424.5

-7.3

110.1

 

 

 

 

 

 

 

 

 

 

 

 

Gemiddeld:

 

11.1

% per jaar

 

 

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Stockpicks Victor Goossens:

Als u zich aanmeld bij ProBeleggen, kunt u mijn stockpicks en portefeuille volgen.

Ik beleg via een eigen Model dat ik gedurende vele jaren heb ontwikkeld, vnl voor de langere termijn (langer dan 12 maanden) en geconcentreerd op Top kwaliteits bedrijven.

Sinds Nov 2014 (begin bij Probeleggen) is de Europese focuslijst met 18.8% toegenomen, 12.6% beter dan de AEX (+6.2%) en 16.9% beter dan de S&P500 2.0%).

28-mei-16

in %

 

Totaal aanbevelingen:

11.4

5.1

% beter dan AEX

 

9.4

% beter dan S&P 500

 

Totaal Europa:

 

 

18.8

12.6

% beter dan AEX

 

1-nov-14

28-mei-16

16.9

% beter dan S&P 500

 

Aanbevelings-

Laatste

 

prijs

Prijs

 

AEX

424.47

450.94

6.2

 

SPX

2,058.90

2,099.06

2.0

 

Galapagos

13.97

51.86

271.2

 

Picanol

26.55

61.40

131.3

 

Novo Nordisk

260.30

371.00

42.5

 

Alphabet

526.40

747.60

42.0

 

Randstad

40.06

48.41

20.8

 

Melexis

37.50

56.35

50.3

 

Beter Bed

17.19

20.05

16.6

 

SBM

9.78

10.77

10.1

 

Priceline

1,140.21

1,273.00

11.6

 

Michael Page

411.90

401.80

-2.5

 

ASML

89.50

89.78

0.3

 

Apple

110.38

100.35

-9.1

 

H&M

325.60

258.70

-20.5

 

Swatch

370.17

294.60

-20.4

 

Coach

37.56

39.60

5.4

 

Victrex

2,082.00

1,456.00

-30.1

 

TGS

161.70

125.80

-22.2

 

Prosafe

23.00

3.20

-86.1

 

Qualcomm

74.33

55.27

-25.6

 

GAP

42.11

18.13

-56.9

 

Rio Tinto

3,000.00

1,964.00

-34.5

 

Michael kors

75.10

41.79

-44.4

 

 

 

Probeleggen Seminar Spant 12 juni 2015

12-jun-15

28-mei-16

IN %

rel in %

AEX

477.76

450.94

-5.6

AMX

719.57

669.43

-7.0

Groei & (Dividend rendement 2015);

IBA

23.73

38.27

61.3

66.9

•Biotech; IBA(3.4%)

NOVO NORDISK

379.9

371.00

-2.3

3.3

•Biotech; Novo Nordisk (1.6%)

BRUNEL

16.98

17.41

2.5

8.1

Temps; Brunel (3.7%)

AMADEUS FIRE

74.59

64.54

-13.5

-7.9

Temps; Amadeus fire (4.7%)

ASML

96.1

89.78

-6.6

-1.0

Semi’s; ASML(0.7%)

BESI

23.81

25.06

5.2

10.9

Semi’s; BESI (5.7%)

MELEXIS

52.67

56.35

7.0

12.6

Semi’s; Melexis (2.1%)

RD

25.795

22.25

-13.8

-8.1

•Royal Dutch (6.5%)

ADMIRAL GROUP

1454

1,947.00

33.9

39.5

Admiral Group (7%)

H&M

329.6

258.70

-21.5

-15.9

•H&M (3.3%)

For farmers

4.59

7.02

52.9

58.6

•For Farmers (3.7%)

Gemiddelde:

9.6

15.2

% beter dan de aex

16.5

% beter dan de amx

 

Disclaimer

De informatie wordt uitsluitend ter informatie ende vermaak aangeboden en is op generlei wijze bedoeld als advies of aanbieding om effecten of andere financiële instrumenten aan te kopen of te verkopen. Victor Goossens kan echter niet aansprakelijk worden gehouden voor enigerlei schade, verliezen of kosten door inaccurate, incorrecte en/of onvolledige informatie op haar website.

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"I just wait until there is money lying in the corner and all I have to do is go over there and pick it up. I do nothing in the meantime."  Jim Rogers  

'The market can stay irrational longer than you can stay solvent' John Maynard Keynes (1883 - 1946)

Useful links:  

Daily check:

1.XEA, Middle east, US Stock mkt, (part2) & US mkt analysis

2.TED spread & Euribor

3.Vix index & Market CDS & instit risk analyse

4.Baltic Dry Index(leading indicator worldtrade?)

5.Dow, S&P500, Nasdaq, N225, HK, China & China econ review  

6. Bespoke investm & News & Kirk Report

7.Dutch Co News, Latest Recommen, MktgevoelDAH, BeursboxColumbeurs, & French small cap

8.Dutch mkt (Rob Koenders), FD & Tijd

9.Lebed

10.Oil & Metals + Oil Prices BB

11.GS Research, De Groof  & Europe

12.World indices

13.AEX closing prices New York

14.Seeking Alpha

Week Weekend TV

Financial sense

1.WMZ, Insider trading & FD WMZ & Belgium

2.Co Agenda: Weekly Dutch agenda & FD, dividend agenda, Div plaza & AVA, Europe

3.Macro Agenda: World, Macro, US+,World

 

all ,  US Briefing(US)

4.Agenda: Briefing Earnings,  US earnings,  CNBC Calender & Conf calls 

5.FT Alpaville

6.UK Weekend fin news & mkts live

7.Interesting items & Zerohedge

Financial armageddon

CRB Index & CRB reuters

Current Bulls/Bears Sentiment

Credit rating banks & companies!

News

BNR Radio & FD TV

5.Jim Cramer & Recap

Economy.com

Euler Hermes Credit insurance

Trim Tab, US money out/in flows

Hedgefunds performances

Euro next - Co press releases

Co news announcements

Daily Dutch news

Beursduivel (Belgium) & Kan Z

Belgian News, Tijd & Buy/Sell

FT Lex

Euronext

Index of Dutch Companies & Co news

Research

SNS

Shareholders meetings VEB

Daily Dutch comments

Abnamro comments

Fortis comment Dutch market

RLT 7

Several newspapers

Short view

Finance Trends

 

 

 

Prices:

Yahoo Finance (prices) & Market Watch

Real time AEX Index Graph & News

Charts:

Stockcharts

DFT biggest rise/declines NL

Prices all mkts

Dutch Options

Europe & Nasdaq

UK: Daily Telegraph & Agenda

Historic prices

Technical

The technical take dot com

Bond charts

Bonds & mortgage rates

12. Structured Finance Indices (worst: BBB 07-01)

Forex

More Indices

% changes Indices

Debka

Macro

Neg; Nat Infl Assoc

Neg; Shadow stats

Economic updates 

Raymond James

Bureau of labor statistics

Chinability

Worldwatch

Economics BMO fin Group

Russian Index

Commodities:

Toronto stock exch

Commodities

Vantage wire (bid/ask prices)

Kitko (prices)

Stockhouse

Agoracom

Canadian insider

Doug Casey

Discovery investing

Stockwatch US & Can

GATA on Gold

$GOLD:$SILVER

BNN News

Maps

renewable energy

Kaiser bottomfish

Zeal, Macro etc

Uranium

Oil latest FT

US oil reserves

Oil - US dept of Energy

US Gas prices

Global Energy Letter

$ - Euro

Weer

Investment mgmt

Top hedgefund Worldview IM

 

 

Fondsnieuws

Earnings estimates Dutch co's

VEB

Dutch estimates DFT

FD estimates

Trivano GURU recommendations

Dutch Advice/Ideas

Inveztor (stock picking) & Weblog

Ype Schaap (Strateeg)

Ron Belt (stock picking)

Blik op de beurs (1/2 main item pd)

Beursblog, Benelux (1/2x p/m)

Quotenet (1/2 ideas p/w)

FD Beleggen

Aandelen blog

Vermogensvisie (Leon Hille)

Belgische Aandelen

Traders Book & add info (tijd)

Research de Groof, adviezen

Adviezen cash.be div brokers

Leleux adviezen

Cash.be Belgium & Forum

Belgium & US (advice, Smart Cap (1/2 pm)

De Tijd

Forteon

Bel Fin TV

Trends.be

Analyst.be

Belegger

Management logs (valuation 1p/m)

Management Team; search engine for managers(search; right top)

Diverse links & Belgium

France: Tradingsat, Boursorama & Challenges

Tegenlicht

 

 

 

 

 

 

 

 

Advice US & Long Term

Insider trading US Stocks

1.Pimco research

1.John Mauldin, Site & Books

1a. Minyanville

1b US stockpick Think Big

2.Streetsmart

3.Inv postcards from cape town

4.BCA Research

5.Prudent bear

6.Jim Sinclair

7. Albert Edwards(Soc Gen)   contrarian

8.Willem Buiter

9.Hussman Funds weekly mkt comment

10.GMO Jeremy Grantham

11.Anthony Bolton Fidelity

12.Bill Fleckenstein

13.Steven Leuthold

14.Nouriel Roubini

15.Jim Rogers & written

16.Soros

US Markets in Dutch

Richard Russell & Bullish on Gold

Trade Radar

The street & Jim Cramer

Plexus AM

US Sentiment

World views RGE Monitor

US Mkt comments (mkt watch)

Bonds Pimco

US Bonds

Earningswatch

Motley Fool (very good on small caps)