Tuesday, December 30, 2014

Monthly Update: December 2014

A little bit earlier than usual, but in a few days I can post my annual results, so why not post the monthly update in advance? All in all, December was a pretty solid month in terms of market and portfolio return, even though most oil stocks took a beating. I was unable to pounce on the continued price weakness in these stocks because of a lack of fresh capital.

Stock markets rose slightly here in The Netherlands as well as abroad. The US Dollar also rose in value against the Euro, which is fine for my portfolio because it's mostly denominated in USD.


IndicatorAs of 30-11As of 29-12% change
S&P 500 Total Return3.7793.827+1.3%
Dow Jones Industrials Total Return35.50736.081+1.6%
AEX GR1.2351.244+0.8%
USD.EUR0,80190,8227+2.6%
Portfolio value€ 20.881 € 21.390 +2.4%

Monday, December 15, 2014

Monthly Update: November 2014

A little bit late, but better late than never, right? The month has passed and it's my favorite time, giving an update of my dividend portfolio. All in all, November was a pretty solid month in terms of market and portfolio return. Stock markets surged ahead, here in The Netherlands as well as abroad.


IndicatorAs of 31-10As of 30-11% change
S&P 500 Total Return3.6803.779+2.7%
Dow Jones Industrials Total Return34.61935.507+2.6%
AEX GR1.1951.235+3.3%
USD.EUR0,79870,8019+0.4%
Portfolio value€ 20.323 € 20.881 +2.7%