August 08, 2015

Portfolio started on Feb 1st, 2014 with 30.000€
Average yearly return: +13%



NameSymbolLast priceChangeSharesCost basisMkt valueGainGain %Day's gainOverall return
Cash - Deposit / Withdraw€13,182.72€13,182.72
 
Portfolio value:-164.95 (-0.46%)€17,593.15€35,941.31+€5,165.45+29.36%-€164.9526.68%
Adler Real Estate AGADL14.26*-0.14 (-1.01%)500.005,787.277,130.00+1,342.73+23.20%-72.5023.20%
Akorn, Inc.AKRX43.07+0.08 (0.19%)120.00$4,491.15$5,168.40+$677.25+15.08%+$9.6016.77%
Staffline Group PlcSTAF1,418.00-17.00 (-1.18%)207.00£1,621.76£2,935.26+£1,313.50+80.99%-£35.1980.99%
Drillisch AGDRI41.89*-0.58 (-1.37%)81.001,999.313,393.09+1,393.78+69.71%-46.9869.71%
Regeneron Pharmaceutical...REGN579.04-3.43 (-0.59%)4.00$2,114.93$2,316.16+$201.23+9.51%-$13.729.51%
Ashtead Group plcAHT956.50+1.00 (0.10%)150.00£1,433.63£1,434.75+£1.12+0.08%+£1.500.08%


In a week where our benchmarkets headed down we managed a very small gain of +0.25%
It was Drillish which made the good weather with an +8.8% gain.


Tactical asset allocation: 67% stocks +33% cash
We do not follow some analists who suggest it's time to go back to bonds.

The Candian dollar lost another -1% this week against the €.
Euro investors better stay away from Canadian stocks in this moment.





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