Aktieportfölj 2

Vi rankar alla aktier med marknadsvärde över 200 MSEK och skapar aktieportföljer med de starkaste aktierna i varje bransch. Rankingen är en sammanställning av nyckeltal för värde, kvalitet och trend.

När perioden löper ut balanserar vi om aktieportföljerna. Detta genom att åter identifiera aktierna med högst ranking som vi tar in i våra aktieportföljer. Starka behålls, medan svaga byts ut. Vi nollställer också våra stopp-loss med nya startnivåer.

Medlemmar får mailutskick inför varje ombalansering.

Aktieportfölj 2 ombalanseras 2 gånger per år. Detta sker vid årsskiftet och halvårsskiftet.

Portföljens nyckeltal

Andel positiva månader
Avkastning per år

Snittavkastning ALLA månader

 

Snittavkastning POSITIVA månader
Snittavkastning NEGATIVA månader

Utveckling innevarande år

Utan Stop Loss

Med Stop Loss

Ackumulerad utveckling

Utveckling från portföljstart

 

Månadsvis ackumulerad utveckling

Månadsvis utveckling i tabell

År-Månad
Portfölj utan SL
PORTFÖLJ UTAN SL ACK.
Portfölj med 20% SL
Portfölj med 15% SL
Portfölj med 10% SL
Portfölj med 5% SL
OMXPI
Period
2017 - 12-3.32%48.96%-2.50%-2.50%-2.09%0.22%-0.60%2
2017 - 11-2.87%54.07%-1.14%-1.14%-0.87%0.06%-3.58%2
2017 - 100.82%58.62%-0.64%2.36%2.40%-0.19%1.96%2
2017 - 95.62%57.32%3.96%4.71%5.12%2.56%5.54%2
2017 - 80.86%48.95%0.17%0.27%-0.18%1.27%-0.81%2
2017 - 7-4.05%47.68%-4.05%-4.00%-3.35%-3.03%-3.03%2
2017 - 6-3.89%53.92%-3.89%-3.89%-3.89%-3.89%-1.96%1
2017 - 50.79%60.14%0.79%0.79%0.79%0.79%0.99%1
2017 - 48.67%58.89%8.67%8.67%8.67%8.67%3.51%1
2017 - 3-1.89%46.21%-1.89%-1.89%-1.89%-1.89%1.01%1
2017 - 25.74%49.03%5.74%5.74%5.74%5.74%2.93%1
2017 - 13.08%40.95%3.08%3.08%3.08%3.08%1.29%1
2016 - 123.49%36.73%3.49%3.49%3.49%3.49%2.98%2
2016 - 11-1.25%32.12%-1.25%-1.25%-1.25%-1.25%1.41%2
2016 - 101.93%33.79%1.93%1.93%1.93%1.93%-1.15%2
2016 - 96.61%31.26%6.61%6.61%6.61%6.61%1.80%2
2016 - 85.47%23.13%5.47%5.47%5.47%5.47%2.46%2
2016 - 711.48%16.74%11.48%11.48%11.48%11.48%5.44%2
2016 - 60.01%4.71%0.01%0.01%0.01%0.01%-3.60%1
2016 - 50.79%4.71%0.79%0.79%0.79%0.79%1.65%1
2016 - 41.53%3.89%1.53%1.53%1.53%1.53%-0.60%1
2016 - 35.25%2.32%5.25%5.25%5.25%5.25%1.02%1
2016 - 21.65%-2.78%1.65%1.65%1.65%1.65%1.94%1
2016 - 1-4.36%-4.36%-4.36%-4.36%-4.36%-4.36%-7.07%1

Resultaten redovisas utan hänsyn till courage

Aktuell aktieportfölj och tidigare innehav

Tidigare innehav

Visa tidigare innehav

ÅR - Per.
Aktie
Köp-kurs
Utdel-ning
Senast kurs
Utv i per.
SL 20% utlöst
Utv i per. 20% SL
SL 15% utlöst
Utv i per. 15% SL
SL 10% utlöst
Utv i per. 10% SL
SL 5% utlöst
Utv i per. 5% SL
2017 - 1Knowit89.753.75133.5048.75%48.75%48.75%48.75%48.75%
Stille45.801.0065.5043.01%43.01%43.01%43.01%43.01%
Semcon46.002.2565.7542.93%42.93%42.93%42.93%42.93%
Investor B340.5011.00417.0022.47%22.47%22.47%22.47%22.47%
Homemaid13.201.0516.0521.59%21.59%21.59%21.59%21.59%
Avega22.701.3026.7017.62%17.62%17.62%17.62%17.62%
Alltele17.301.5020.0015.61%15.61%15.61%15.61%15.61%
Loomis B271.108.00310.0014.35%14.35%14.35%14.35%14.35%
Kabe B191.505.00218.0013.84%13.84%13.84%13.84%13.84%
Svolder B192.000.00213.5011.20%11.20%11.20%11.20%11.20%
GHP 10.350.3011.258.70%8.70%8.70%8.70%8.70%
BBTools *191.000.00205.757.72%7.72%7.72%7.72%7.72%
Acando25.901.3027.706.95%6.95%6.95%6.95%6.95%
New Wave55.251.3558.105.16%5.16%5.16%5.16%5.16%
Wise67.503.0067.750.37%0.37%0.37%0.37%0.37%
Skanska B215.108.25208.15-3.23%-3.23%-3.23%-3.23%-3.23%
Bure103.502.00100.00-3.38%-3.38%-3.38%-3.38%-3.38%
Catella B22.900.8021.40-6.55%-6.55%-6.55%-6.55%-6.55%
Gränges86.002.4079.90-7.09%-7.09%-7.09%-7.09%-7.09%
KappAhl50.500.0045.70-9.50%-9.50%-9.50%-9.50%-9.50%
2017 - 1 Total12.53%12.53%12.53%12.53%12.53%
2016 - 2Nilrngruppen AB ser. B41.500.0077.7587.35%87.35%87.35%87.35%87.35%
Acando AB ser. B15.8025.9063.92%63.92%63.92%63.92%63.92%
Biotage AB29.4045.9056.12%56.12%56.12%56.12%56.12%
Knowit AB60.750.0089.7547.74%47.74%47.74%47.74%47.74%
Bure Equity AB71.500.00103.5044.76%44.76%44.76%44.76%44.76%
Elanders AB ser. B81.759.20115.4541.22%41.22%41.22%41.22%41.22%
Svolder AB ser. B138.002.75194.7541.12%41.12%41.12%41.12%41.12%
KappAhl AB37.101.2551.7539.49%39.49%39.49%39.49%39.49%
KABE AB ser. B139.000.00191.5037.77%37.77%37.77%37.77%37.77%
Bufab AB57.25077.7535.81%35.81%35.81%35.81%35.81%
GHP Specialty Care AB8.150.0010.3526.99%26.99%26.99%26.99%26.99%
Lammhults Design Group AB ser. 46.500.0057.5023.66%23.66%23.66%23.66%23.66%
Avega Group AB ser. B18.6022.7022.04%22.04%22.04%22.04%22.04%
Catella AB ser. B18.800.0022.9021.81%21.81%21.81%21.81%21.81%
Grnges AB73.000.0086.0017.81%17.81%17.81%17.81%17.81%
B&B TOOLS AB ser. B1705196.0015.29%15.29%15.29%15.29%15.29%
Bulten AB81.750.0089.008.87%8.87%8.87%8.87%8.87%
NAXS AB48.100.0049.402.70%2.70%2.70%2.70%2.70%
Axfood AB161.40143.20-11.28%-11.28%-11.28%-11.28%-11.28%
Concordia Maritime AB ser. B15.800.0013.90-12.03%-12.03%-12.03%-12.03%-12.03%
2016 - 2 Total30.56%30.56%30.56%30.56%30.56%
2016 - 1STILLE16.80.824.3044.64%44.64%44.64%44.64%44.64%
ELANDERS -B-68.52.283.9522.55%22.55%22.55%22.55%22.55%
AXFOOD146.89170.4016.08%16.08%16.08%16.08%16.08%
KABE HUSVAG -B-1244143.0015.32%15.32%15.32%15.32%15.32%
KNOWIT56.53.2564.0013.27%13.27%13.27%13.27%13.27%
TETHYS OIL57.5165.0013.04%13.04%13.04%13.04%13.04%
BILIA -A-1927.5215.0011.98%11.98%11.98%11.98%11.98%
BREDBAND2 I SKANDI0.660.020.729.09%9.09%9.09%9.09%9.09%
GRANGES -144A-S70275.007.14%7.14%7.14%7.14%7.14%
ACANDO -B-17.21.217.00-1.16%-1.16%-1.16%-1.16%-1.16%
TELIA COMPANY42.191.541.22-2.30%-2.30%-2.30%-2.30%-2.30%
GUNNEBO45143.10-4.22%-4.22%-4.22%-4.22%-4.22%
NAXS NORD ACCESS FD542.550.60-6.30%-6.30%-6.30%-6.30%-6.30%
CATELLA -B-21.50.619.40-9.77%-9.77%-9.77%-9.77%-9.77%
EOLUS VIND -B-241.521.10-12.08%-12.08%-12.08%-12.08%-12.08%
ROTTNEROS8.150.56.65-18.40%-18.40%-18.40%-18.40%-18.40%
CONCORDIA -B-19.50.0515.85-18.72%-18.72%-18.72%-18.72%-18.72%
2016 - 1 Total4.72%4.72%4.72%4.72%4.72%

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