Tuloksia malliosakesalkut neljäs vuosineljännes 2009 (19. tammikuuta 2010)


Tutkimuspäällikkö Geir Linløkkeniltä

Investtechin malliosakesalkut nousivat neljästenä vuosineljänneksenä keskimäärin 7 prosenttipistettä viiteindeksiin verrattuna. Suomin ja Saksan salkut osoittivat hyviä tuloksia, toinen 25.4 ja toinen 14.0 prosenttipistettä indeksiä paremmalla tuotolla. Tulos Tanskassa oli kuitenkin heikko -5.8 prosenttipisteen laskulla indeksiin verrattuna.

Tukholma +15.7% +6.3%+14.4% +5.6%+42.0%
Helsinki +25.7%+21.9%+45.7%+25.4%+118.8%
Amsterdam 0.0%+15.9%+19.4% +6.8%+42.2%
Kööpenhamina +4.2% -0.3%+11.5% -5.8% +9.6%
Oslo -11.2%+23.8% -3.4% -3.8% +5.4%
Frankfurt/CDAX +5.1%+23.1% +7.8%+14.0% +50.1%
Keskiarvo +6.6%+15.1%+15.9% +7.0%+44.7%
*Lisätuotto vuosineljänneksen aikana osakesalkkua kohti ennen välityspalkkiota viiteindeksiin verrattuna. Lasketaan prosenttipisteinä tähän asti tänä vuonna saatu lisätuotto miinus lisätuotto edellisenä ajanjaksona.

Koko ajanjakson aikana on painotettu sitä, että salkun osakkeet heijastaisivat markkinoiden koostumusta ja salkkujen riski on ollut markkinoiden riskin suuruista.

Aiempaa strategiaa pidetään edelleen hyvänä.

  • Stockpicking, mutta pyri siihen, ettet mene liian kauas indeksistä, ainakaan silloin kun indeksi on negatiivinen tai neutraali.
  • Osta nousevilla trendeillä olevia osakkeita keskipitkällä/pitkällä aikavälillä, tai silloin kun on vahvistettu kurssikuvioiden rikkoutumisia tai vastuksen rikkoutumishetkillä.
  • Ole varovainen tukeen perustuvan oston kanssa laskevilla markkinoilla. Myy vastukseen perustuen laskevilla markkinoilla. Ole varovainen vastukseen perustuvan myynnin kanssa nousevilla markkinoilla. Osta tukeen perustuen nousevilla markkinoilla.
  • Anna voittojen juosta, mutta leikkaa tappiot nopeasti.
 


Investtech guarantees neither the entirety nor accuracy of the analyses. Any consequent exposure related to the advice / signals which emerge in the analyses is completely and entirely at the investors own expense and risk. Investtech is not responsible for any loss, either directly or indirectly, which arises as a result of the use of Investtechs analyses. Details of any arising conflicts of interest will always appear in the investment recommendations. Further information about Investtechs analyses can be found here disclaimer. The content provided by Investtech.com is NOT SEC or FSA regulated and is therefore not intended for US or UK consumers.


Investtech guarantees neither the entirety nor accuracy of the analyses. Any consequent exposure related to the advice / signals which emerge in the analyses is completely and entirely at the investors own expense and risk. Investtech is not responsible for any loss, either directly or indirectly, which arises as a result of the use of Investtechs analyses. Details of any arising conflicts of interest will always appear in the investment recommendations. Further information about Investtechs analyses can be found here disclaimer. The content provided by Investtech.com is NOT SEC or FSA regulated and is therefore not intended for US or UK consumers.

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