Mentioned
Akzo Nobel NV
AKZA.NV
0.67 (1.06%)
S
63.66
B
63.88
TomTom BV
TOM2.NV
0.025 (0.49%)
S
5.152
B
5.178
Unilever
ULVR.L
-45.93 (-0.95%)
S
4793.80
B
4809.20
Koninklijke Vopak NV
VPK.NV
1.10 (2.65%)
S
42.49
B
42.67
Weir Group
WEIR.L
-31.95 (-1.48%)
S
2128.80
B
2137.20
Acciona
ANA.MC
-8.40 (-6.59%)
S
118.82
B
119.28
Boliden AB
BOL.ST
-4.80 (-1.39%)
S
338.79
B
339.91
freenet
FNTN.DE
0.42 (1.57%)
S
27.09
B
27.21
Volvo AB ser. A
VOLV-A.ST
-0.80 (-0.29%)
S
270.19
B
271.41
Sopra Steria Group
SOP.PA
-4.30 (-2.27%)
S
184.72
B
185.38
ACM-NL
Netherlands
about a year ago
Dear Copiers and Followers, I just made some additional changes for the month of August to optimise the portfolio. All positions are Outperform in our model based on the most recent financial updates. Given that Momentum remains positive we also have a tilt towards higher beta shares. These are the transactions: Bought: $AKZA.NV (Akzo Nobel NV) $TOM2.NV (TomTom BV) $ULVR.L (Unilever) $VPK.NV (Koninklijke Vopak NV) $WEIR.L (Weir Group) Sold: $ANA.MC (Acciona) $BOL.ST (Boliden AB) $FNTN.DE (freenet) $VOLV-A.ST (Volvo AB ser. A) $SOP.PA (Sopra Steria Group) Happy investing. Regards, Arjan
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10 Mentioned Show all
Akzo Nobel NV
AKZA.NV
Akzo Nobel NV
TomTom BV
TOM2.NV
TomTom BV
Unilever
ULVR.L
Unilever
Koninklijke Vopak NV
VPK.NV
Koninklijke Vopak NV
Weir Group
WEIR.L
Weir Group
Acciona
ANA.MC
Acciona
Boliden AB
BOL.ST
Boliden AB
freenet
FNTN.DE
freenet
Volvo AB ser. A
VOLV-A.ST
Volvo AB ser. A
Sopra Steria Group
SOP.PA
Sopra Steria Group