Off-Topic /
Stock Market and Trading Talk [1011]
Right, another quarter end has passed, so here is the performance of our stocks. A great few months for Poland (35 percent up). France also flying, then Germany and Spain on 24 percent. UK a bit behind on 14 percent and US lagging on 10%. That's unusual - the US has normally outperformed Europe in the last 10 years. Strong Euro and lower interest rates are helping the European markets
CMS picks since July 7th last year
Schlumberger +57%
Siemens +52%
Dexcom +51%
SAP +31%
Pekao +21%
All those comfortably above inflation- Siemens has been through a stock split and I still have the underperforming Siemens Energy + 7%
Then some of mine not so good
Biedronka +11%, picking up nicely
Linde +10% - moved from Frankfurt to NYSE, right idea, wrong timing
General Dynamics + 4%. I thought Ukies would buy a lot, but they are getting most of their weapons in Western Europe
Costco 0%
So all positive but a few below inflation
JRs picks
Apple +16%
Devon Energy -29%. Don't know what the problem is but its been a bad buy for me
Li Auto -34% but it is recovering a bit from it's very poor autumn.
3 more months and then we can choose the next ones !