2018 05 Value Investing Newsletter by Quant Investing / Dein Aktien Newsletter / Your Stock Investing Newsletter E-Book

Tim du Toit

• Herausgeber: blue panther books
• Kategorie: Geisteswissenschaft
• Sprache: Englisch

Seitenzahl: 34

Veröffentlichungsjahr: 2018

Beschreibung

### english below ### Der Inhalt ist in Englisch, für die Aktien-Empfehlungen reichen geringe Englisch Kenntnisse. Du möchtest in Aktien investieren, weist aber nicht in welche und willst Zeit sparen? Du möchtest langfristig durch das Investieren in verschiedene Werte Gewinn machen? Dann ist der Quant Investing Value Newsletter genau das richtige für Dich! Jeden ersten Dienstag im Monat gibt Dir dieser Newsletter klare Tipps zu agieren: kaufen, halten, verkaufen! Lade Dir gleich die Leseprobe herunter und schaue Dir an, wie die Aktien ausgewählt werden! So kannst Du die Tipps nutzen: 1. Du hast regelmäßig Geld, dass Du investieren möchtest: Alle Aktien Empfehlungen sind ca. 2.000 Euro Investitionen. Spare ca. 2.000 Euro und kaufe eine oder zwei Aktien aus dem Portfolio – das funktioniert sehr gut, Du bekommst ein erstes Gefühl für Aktien und kannst sofort loslegen. Dann halte Dich an die Anweisungen: Verkaufe die Aktie bei "sell" und kaufe neu bei "buy". 2. Du hast 100.000 Euro oder mehr, die Du investieren möchtest: Dann schaue Dir einfach die Portfolios an, steige noch heute ein und fülle Dein Portfolio mit den richtig interessanten Aktien. Wichtige generelle Regeln (auch außerhalb des Newsletters): 1. Trailing-Stop-Loss: Damit Du nicht Aktien verkaufst, wenn es schon zu spät ist, gilt die Regel: Verkaufe immer dann, wenn der aktuelle Wert der Aktie 20% unter dem höchsten Stand seit der Empfehlung dieser Aktie fällt. D.h. im schlimmsten Fall: 20% Verlust. 2. Kaufe immer möglichst früh nach der Empfehlung in diesem Newsletter und versuche immer den im Newsletter definierten Preis zu erzielen. Kleine Schwankungen egal, aber deutliche Abweichungen sind zu vermeiden. 3. Du darfst jederzeit Deine Entscheidungen treffen und kaufen und verkaufen wann Du willst. Der Newsletter ist ein guter Leitfaden mit dem die Herausgeber auch selbst Ihr Geld anlegen. 4. Jede Aktie wird monatlich und nochmal nach einem Jahr geprüft. Verpasse also keinen weiteren Newsletter. ### english ### Do you have limited time, want to invest in stocks but don't know what to buy? Do you want to make a long-term profits by investing in a portfolio of good performing companies? Then our Quant Value Newsletter is just what you need! On the first Tuesday every month this newsletter gives you easy to understand instructions on exactly what to buy and what to sell! Download the sample to immediately see what values are used to select the shares! This is how the newsletter can help you: 1. If you regularly have money that you want to invest: All stock recommendations can be made if you have around €2,000 to invest. So save up to €2,000 and buy one or two of the up to 6 investment ideas for your portfolio - this works very well to give you an idea of what investing in shares is all about and can start immediately. Then you simply continue to follow the newsletter's instructions: Sell a stock when it says "sell" and buy a new investment when it says "buy". 2. If you have €100,000 or more you want to invest: Then you simply take a look at our three portfolios and you can immediately start buying really interesting stocks for your portfolio. Important general rules (also apply outside the newsletter): 1. Trailing stop loss: To prevent you from selling shares before it's too late use the following rule: always sell when the current stock price falls over 20% from the highest price since the stock was recommended. This means your worst case loss is 20%. 2. Buy as soon as possible after our recommendation and always try to buy as close as possible to the price recommended. Small differences do not matter, but large ones are to be avoided. 3. You can make your own buy & sell decisions anytime you want. The newsletter is a good guide the publishers use to invest their own money. 4. Each share is audited monthly and again after one year. So don't miss our newsletters.

Leseprobe

Portfolio changes this month

Europe

No Changes.

North America

Vecima Networks Inc.

Sell

Asia

Fenwal Controls of Japan

Buy

Kathmandu Holdings Ltd.

Buy

Sekisui Jushi Corp.

Hold

Arcland Sakamoto Co., Ltd.

Hold

Nichirin Co., Ltd.

Hold

Stop-loss portfolio changes

DWS Limited

Sell

Prime Media Group Limited

Sell

Noda Corporation

Sell

(Details of the stop-loss system on page 14)

Markets above 200 day SMA

Europe

Yes

North America

Yes

Asia

Yes

(Details on page 14)

Fenwal Controls of Japan. – Asia ..……….11

Kathmandu Holdings Ltd. – Asia ..……….12

Newsletter Investment Strategy………….13

Portfolio – Europe .……………………………..14

Portfolio – North America ….……………….17

Portfolio – Asia ….…..…………………..………20

Disclaimer …………………….…………………...24

Portfolio Information

Average return of all ideas

Europe

32.1%

North America

18.2%

Asia

18.5%

Portfolio cash %

Europe

93%

North America

91%

Asia

44%

Portfolio changes this month

Europe

No Changes.

North America

Vecima Networks Inc.

Sell

Asia

Fenwal Controls of Japan

Buy

Kathmandu Holdings Ltd.

Buy

Sekisui Jushi Corp.

Hold

Arcland Sakamoto Co., Ltd.

Hold

Nichirin Co., Ltd.

Hold

Stop-loss portfolio changes

DWS Limited

Sell

Prime Media Group Limited

Sell

Noda Corporation

Sell

(Details of the stop-loss system on page 14)

Markets above 200 day SMA

Europe

Yes

North America

Yes

Asia

Yes

(Details on page 14)

Fenwal Controls of Japan. – Asia ..……….11

Kathmandu Holdings Ltd. – Asia ..……….12

Newsletter Investment Strategy………….13

Portfolio – Europe .……………………………..14

Portfolio – North America ….……………….17

Portfolio – Asia ….…..…………………..………20

Disclaimer …………………….…………………...24

Portfolio Information

Average return of all ideas

Europe

32.1%

North America

18.2%

Asia

18.5%

Portfolio cash %

Europe

93%

North America

91%

Asia

44%

If this is the first issue of the newsletter you are reading here are a few links to get you started:

This is how we select ideas for the Quant Value newsletter

Frequently asked questions answered:

I have just subscribed how do I start?

How to follow the 20% trailing stop loss rule

You can see all the frequently asked questions here.

Now on to this month’s newsletter…

Shortly after I sent you last month’s newsletter I sent you a very short (4 question) survey.

I really value your opinion so if you have not already done so please take 5 minutes (I hate long surveys as much as you do) and take the survey – I would really appreciate it.

Click this link to go to the survey: Quant Value survey link

I will answer all your questions and comments from the survey next month.

Now for an update on the newsletter’s performance so far this year.

Newsletter first quarter 2018 performance

In spite of the volatility in the markets in the first quarter (Q1) the portfolios are doing quite well.

It’s not because of the cash

I am sure you are thinking this is because of the high cash amounts in the portfolio. But, as you will see this is not so. All the ideas in the portfolios performed very well.

What if you exclude the cash in the portfolios?

A while ago I got an email from a Canadian fund manager asking what the performance of the newsletter’s portfolios would be if I exclude the cash.

This is a very good question as your cash percentage will of course different and only if I exclude cash from the return calculations can you see what the real returns of the newsletter’s ideas were.

The calculations took a while but this month they are done and included in the return calculations.

Now for the more detailed results…

What have I done for you recently?

Here is the newsletter’s performance in Q1 2018:

Market Performance

Europe

European Portfolio

+0.1%

European Portfolio (Excl. cash)

+0.8%

European STOXX 600 Index

-5.1%

North America

North American Portfolio

+0.7%

North American Portfolio (Excl. cash)

+5.9%

US S&P 500 Index

-2.6%

Asia

Asia Portfolio

-3.3%

Asia Portfolio (Excl. cash)

-5.5%

S&P Asia Pacific Index

-1.6%

Source: Yahoo Finance

Here is the above performance as a chart:

European portfolio up 0.1% - beating the market in spite of 90% cash.

The European portfolio ended the first quarter 2018 up 0.1% - better than the market in spite of the portfolio being around 90% in cash.