Experience with the general investment society presentations

I decided to participate German CFA Society presetation. Head of M&A of one of the Frankfurt's bank was going to present the general trends in Automobile sector. The enterence cost 25 € but i decided to participate because i could build networks. It was a one hour presentation in the launch time. So nobody had time and it was not directly good opportunity for networking but I could get some info about the automobile industry. I heard in the presentation that Porsche wants to increase its steak in Volkswagen after the presentation I made a research and added VW to my test porfolio. Porsche increased its steak in VW to 30%. The stock is increase from 86€ to 117€ in one month. I thought that VW can learn many things from VW and bought (113€) VW after the transaction of Porsche is complete. I heard that according to german law 30% steak in a firm mean a takeover and porsche do not want to do this at the moment. I also read sell recomendations. Finance theory tells that sell recomandations are not often. So I want to sell my shares after 5 days I bought them. I sold the share with -11€ loss ( with additional -15€ transaction costs). But I am now happy to minimize my loss.

Experience with the general investment society presentations

I decided to participate German CFA Society presetation. Head of M&A of one of the Frankfurt's bank was going to present the general trends in Automobile sector. The enterence cost 25 € but i decided to participate because i could build networks. It was a one hour presentation in the launch time. So nobody had time and it was not directly good opportunity for networking but I could get some info about the automobile industry. I heard in the presentation that Porsche wants to increase its steak in Volkswagen after the presentation I made a research and added VW to my test porfolio. Porsche increased its steak in VW to 30%. The stock is increase from 86€ to 117€ in one month. I thought that VW can learn many things from VW and bought (113€) VW after the transaction of Porsche is complete. I heard that according to german law 30% steak in a firm mean a takeover and porsche do not want to do this at the moment. I also read sell recomendations. Finance theory tells that sell recomandations are not often. So I want to sell my shares after 5 days I bought them. I sold the share with -11€ loss ( with additional -15€ transaction costs). But I am now happy to minimize my loss.

My first test with the ETF

International equity investing and valuation is becuase of accounting differences and language bariers is difficult. But emerging markets are growth drivers of the world. I tough it could be a good idea to buy an emerging market index. I can remember from my studies that Exchange Traded Founds are optimal for this purpose. I read somewhere that management cost of the iShares are not much so I added iShares China 25 to my porfolio. The above image shows the performance of the index in one month. I think index funds are good for beginners who does not know anything about valuation etc... but can analyze the general trends.

My first test with the ETF

International equity investing and valuation is becuase of accounting differences and language bariers is difficult. But emerging markets are growth drivers of the world. I tough it could be a good idea to buy an emerging market index. I can remember from my studies that Exchange Traded Founds are optimal for this purpose. I read somewhere that management cost of the iShares are not much so I added iShares China 25 to my porfolio. The above image shows the performance of the index in one month. I think index funds are good for beginners who does not know anything about valuation etc... but can analyze the general trends.

My first invesment porfolio test

I was waiting for my friend in a bookshop. I picked up a book Which is called "the little book of investing" or something. Which explains the basics of investing. I found out in the book that there are sometools which are called stock screeners. I search in internet and found out such tools. I made a ranking and picked the top stocks in my list. I then used finance.google.com web site to test my strategy. I created a porfolio there and started to watch the developments for 1 month.

I used different methods when constructing this porfolio. I first used Moder Porfolio Theory and historical prices (instead of expected prices) to build the porfolio allocation.

I found out later that my return would be higher if I would allocate the porfolio based on the market capitalization instead of the MPT allocation. So I though that I need to do anything here to find out more about the porfolio allocation strategies.

My first invesment porfolio test

I was waiting for my friend in a bookshop. I picked up a book Which is called "the little book of investing" or something. Which explains the basics of investing. I found out in the book that there are sometools which are called stock screeners. I search in internet and found out such tools. I made a ranking and picked the top stocks in my list. I then used finance.google.com web site to test my strategy. I created a porfolio there and started to watch the developments for 1 month.

I used different methods when constructing this porfolio. I first used Moder Porfolio Theory and historical prices (instead of expected prices) to build the porfolio allocation.

I found out later that my return would be higher if I would allocate the porfolio based on the market capitalization instead of the MPT allocation. So I though that I need to do anything here to find out more about the porfolio allocation strategies.