I actually own 30 stocks and invest every 2 months , with some exceptions .
I do it only for Europe and US , and buy ETF for Asia - Emerging markets - commodities .
My next time for investing will be the beginning of July .
My year to date performance at May 1st was - 8,46% , vs -11,85 DJEurostoxx , - 11,96 DJEuro Select Dividend 30 , - 9,73 S&P500 (with USD depretiation not considered , of course) .
We have more than 1 month time to decide what to buy.
My first choice was based on ROA , but I didn't forget ROE because I didn't want to totally miss banks , insurance , utilities ......
As a matter of fact I have 6 worksheets :
- Euro - ROA
- Europe - ROA
- US - ROA
- Euro - ROE , etc.
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