Investtech's Model Portfolios rose in the fourth quarter with, on average, 1.5 percentage points in relation to the reference index. In particular, the portfolios in Sweden and Denmark showed excellent results, with excess returns of respectively 11.5 and 7.9 percentage points.
Market | Excess ret. Q1* | Excess ret. Q2* | Excess ret. Q3* | Excess ret. Q4* | Excess ret. 2005 |
Stockholm | +12.7% | -8.6% | -2.3% | +11.5% | +13.3% |
Helsinki | +6.2% | +7.1% | -4.5% | -7.0% | +1.9% |
Amsterdam | +2.0% | +3.6% | +2.1% | -8.6% | -1.0% |
Copenhagen | +11.3% | +7.4% | -10.6% | +7.9% | +16.0% |
Oslo | +3.2% | +9.8% | +6.5% | +4.3% | +23.8% |
London | +7.0% | -4.6% | +8.9% | +3.1% | +14.4% |
Frankfurt/CDAX | +7.5% | -6.0% | -4.6% | -3.8% | -6.9% |
Nasdaq | +15.2% | +9.0% | +9.1% | +4.4% | +37.7% |
Average | +8.1% | +2.2% | +0.6% | +1.5% | +12.4% |
The results for the year 2005 are good, with returns averaging 12.4 percentage points better than the reference index. For the duration of this period, emphasis has been placed on the shares in the portfolio reflecting the market’s composition, and the risks for the portfolio being of the same degree as those for the market. Having taken this into account, the results are considered to be very good.
The strategy use previously is still considered to be good.
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.