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portefeuille (99.78)

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June 17, 2010 – Comments (20)

These are currently my largest portfolio positions (ordered by current value of the position).

1 EMC shares and call options (around 26% of the portfolio),
2 ATPG - ATP Oil & Gas shares and call options (around 15%),
3 DBK:GR (DB) - Deutsche Bank,
4 Indian equities fund,
5 Mining fund,
6 EURO STOXX 50 ETF,
7 BAS:GR - BASF,
8 DAI:GR - Daimler,
9 Emerging Markets fund,
10 QIA:GR (QGEN) - Qiagen,
11 SIE:GR (SI) - Siemens,
12 ALV:GR - Allianz,
13 AIXA:GR (AIXG) - Aixtron,
14 ITMN - InterMune,
15 KSB3:GR - KSB preferred,
16 HEN3:GR - Henkel preferred,
17 TKA:GR - ThyssenKrupp,
18 TEF:SM (TEF) - Telefónica,
19 SAP:GR (SAP) - SAP,
20 IBB - iShares Nasdaq Biotechnology Index Fund,
21 RWE:GR - RWE,
22 CBK:GR - Commerzbank,
23 BAYN:GR - Bayer,
24 EWO - iShares MSCI Austria Investable Market Index Fund
25 BP/:LN (BP) - BP,
26 FXI - iShares FTSE/Xinhua China 25 Index Fund
27 SQNM - Sequenom,
28 VOW:GR and VOW:GR - Volkswagen ordinary and preferred shares
29 EWH - iShares MSCI Hong Kong Index Fund
30 SAN:SM (STD) - Banco Santander

20 Comments – Post Your Own

#1) On June 17, 2010 at 1:17 PM, portefeuille (99.78) wrote:

VOW:GR and VOW:GR - Volkswagen ordinary and preferred shares

VOW:GR and VOW3:GR - Volkswagen ordinary and preferred shares

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#2) On June 17, 2010 at 1:36 PM, portefeuille (99.78) wrote:

some other small positions.

AB1:GR - Air Berlin,
ARIA - Ariad,
BLT:LN (BHP) - BHP Billiton,
CRME - Cardiome,
DTE:GR (DT) - Deutsche Telekom,
EOAN:GR - E.ON,
FNTN:GR - freenet,
HEI:GR - HeidelbergCement,
IDT - IDT,
IFX:GR - Infineon,
JEN:GR - Jenoptik,
LHA:GR - Lufthansa,
LXRX - Lexicon,
LXS:GR - Lanxess,
NOK - Nokia,
PBTH - PROLOR,
RXII - RXi Pharmaceuticals,
S2M:GR - Solar Millennium,
DAX ETF,
TecDax ETF.

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#3) On June 19, 2010 at 12:07 PM, dare1182 (< 20) wrote:

porte

do you see further down side to ATPG in the short term? I exited a position few days ago but I want to get back in ..

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#4) On June 19, 2010 at 12:09 PM, dare1182 (< 20) wrote:

also where do you see NOK going after their pre announcement on wednesday

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#5) On June 19, 2010 at 1:28 PM, portefeuille (99.78) wrote:

I think ATPG shares will do alright in the next few months, maybe also in the next few years. I will add a few more Nokia shares if the share price were to "keep going down".

Nokia in Munich trading.



enlarge

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#6) On June 19, 2010 at 1:31 PM, portefeuille (99.78) wrote:

What is really great is that everyone hates NOK currently.

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#7) On June 19, 2010 at 1:32 PM, portefeuille (99.78) wrote:

everyone but me, hehe ...

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#8) On June 21, 2010 at 10:34 AM, portefeuille (99.78) wrote:

sold some Daimler shares (DAI:GR), bought some Sequenom shares (SQNM).

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#9) On June 21, 2010 at 2:04 PM, portefeuille (99.78) wrote:

sold some ATPG call options and some EMC call options, bought some ATPG shares and Exelixis (EXEL) shares.

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#10) On June 22, 2010 at 12:42 PM, portefeuille (99.78) wrote:

sold some Deutsche Telekom shares (DTE:GR, DT), bought some Exelixis shares (EXEL) and some PROLOR shares (PBTH).

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#11) On June 22, 2010 at 1:30 PM, portefeuille (99.78) wrote:

added a few Cypress Bioscience shares (CYPB).

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#12) On June 22, 2010 at 9:04 PM, portefeuille (99.78) wrote:

my next buy will be Myriad Pharmaceuticals shares (MYRX).

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#13) On June 22, 2010 at 9:08 PM, portefeuille (99.78) wrote:

... and a few Anadys Pharmaceuticals shares (ANDS).

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#14) On June 22, 2010 at 9:16 PM, portefeuille (99.78) wrote:

... and some Alnylam Pharmaceuticals shares (ALNY) and Isis Pharmaceuticals shares (ISIS). That would more or less complete my biotech dream team ...

I think I will sell some BASF and Daimler shares.

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#15) On June 23, 2010 at 11:06 AM, portefeuille (99.78) wrote:

bought some ALNY, ANDS, ISIS, MYRX, sold some BAS:GR, DAI:GR.

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#16) On June 24, 2010 at 12:10 PM, portefeuille (99.78) wrote:

sold some SAP, bought some ARNA, OREX and VVUS.

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#17) On June 24, 2010 at 3:33 PM, portefeuille (99.78) wrote:

bought some BP shares.

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#18) On July 22, 2010 at 1:31 AM, ibitegirls (< 20) wrote:

hi port, I bought exel at 3.11 other day and it is hovering around 3.07 today after Big Ben's speech about how the economy is sucking.

do you still own exel or have to sold out?

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#19) On July 22, 2010 at 4:20 AM, portefeuille (99.78) wrote:

#18 EXEL shares are currently one of my largest positions (see this post).

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#20) On October 29, 2010 at 4:21 AM, portefeuille (99.78) wrote:

continued here.

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