Analyst Recommendation and Stock Performance: Performance Sept (Pt. 02)

The performance for September was overall positive, for both portfolios as well as indexes.

Please note that -due to holiday- i could only get the stats from 03.10.2012, so results are a bit distorted, however in my opinion impact should be minimal.

This is the September Performance month-to-month (mtm):

• Total Best 12 Basket                                          374,22        5,2%      380,84  
• Total Worst 12 Basket                                        343,47        5,5%     360,51  
• DAX 30 Perf Index                                            6.970,79     5,0%    7.322,08
• Dow Jones Industrial Average Index (Price) (USD)   13.090,84    3,1%   13.494,61  

The baskets with the 12 most favorable/disfavorable analyst estimates were both outperforming both indexes. Each basket had three stocks with mtm performance of above 10% (CeWe,Lynas, Gran Tierra//Commerzbank,centrotherm,Rangold).

This is the total performance August and September :

• Total Best 12 Basket                                            5,6%
• Total Worst 12 Basket                                         13,4%
• DAX 30 Perf Index                                             8,4%
• Dow Jones Industrial Average Index (Price) (USD)    4,8%

The Worst Basket has a strong overall performance, however a some stocks in this basket are German companies (three), while most of the Best Basket are US stocks. So a diverging performance of DAX/DJ might as well affect the underlying values of the baskets.