Portfolio update – December 2017

December update! – Did we get rich this month?

Maybe not rich, but for the first time we did better than both of our benchmarks. We actually did almost 2% better than the MSCI Europe index, which makes up for some of our underperformance the last months:

In December we once again made two investments. We bought stocks in the automotive company Daimler AG (we now feel we own part of a Mercedes 😉 ) and stocks in Reckitt Benckiser Group.

Our portfolio now looks like this:

To dig into the performance of the single stocks, you can get an overview here:

Overall we are very satisfied with the development in December. We saw no major currency movements, most of our stocks increased in value, and we got some nice dividends, which we will update you about in our next post.


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