Resultater modellporteføljer andre kvartal 2012 (18. juli 2012)


Av forskningssjef Geir Linløkken

Investtechs modellporteføljer steg i andre kvartal gjennomsnittlig 1.3 prosentpoeng i forhold til referanseindeks. Spesielt porteføljene i Tyskland og Finland viste gode resultater, med meravkastning på henholdsvis 5.3 og 9.9 prosentpoeng.

Marked  Meravk. Q1*   Meravk. Q2*   Meravk. Q3*   Meravk. Q4*   Meravk. 2012 
Stockholm +8.6% -6.2% +2.4%
Helsinki +2.0% +9.9% +11.9%
Amsterdam +5.3% -1.4% +3.9%
København +4.2% +4.2% +8.4%
Oslo +5.3% -4.1% +1.2%
Frankfurt/CDAX +1.1% +5.3% +6.4%
Snitt +4.4% +1.3% +5.7%
Oslo Traderporteføljen +47.3%-25.5% +21.8%
Stockholm Traderporteføljen +16.9% -4.4% +12.5%
Oslo Hold-deg-unna-portefølje -5.4% +5.8% +0.4%
*Merkavkastning i kvartalet for portefølje før kurtasje i forhold til referanseindeks. Beregnes som prosentpoeng meravkastning hittil i år minus meravkastning per forrige periode.

I hele perioden er det lagt vekt på at aksjene i modellporteføljene skulle gjenspeile markedssammensetningen, og risikoen i porteføljene har vært på linje med markedet. Dette tatt i betraktning anses de samlede resultatene gode. Traderporteføljene søker aktivt høy risiko/oppside og har ingen krav til sektormiks.

Strategien fra tidligere anses fortsatt god:

  • Stockpicking, men prøv å ikke gå for langt fra indeks når det gjelder risikoprofil og sektorvalg, i hvert fall når indeks er negativ eller nøytral.
  • Kjøp aksjer i stigende trender på mellomlang/lang sikt, eller ved bekreftede formasjonsbrudd eller brudd på motstand.
  • Vis forsiktighet med kjøp på støtte i fallende markeder. Selg på motstand i fallende markeder. Vis forsiktighet med salg på motstand i stigende markeder. Kjøp på støtte i stigende markeder.
  • La gevinstene løpe, men kutt tapene raskt.
 


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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