2010 Results OK-Scores portfolios on the AEX

It is a pleasure to announce the final results of the OK-Score AEX portfolio and the OK-Score AEX E.W. portfolio.

Facts

Since 2003 the OK-Score AEX portfolio is real life. Between 2003-2008 it was managed by Today’s Beheer and as per 1.1.2009 by Boer & Olij Effectenhuis in Amsterdam. This portfolio exactly follows the individual weight of a fund within the AEX-index. After the successful year 2009 with a yield of 29,5% again the benchmark, viz. the AEX was beaten.
 

With a result of 6,9% the OK-Score AEX portfolio, the index was left behind with 1,2%

Since 2003 the total yield of this portfolio exceeds 144%, whereas the index did not even reach the 10%.
 

In the blogs above you will find the 2010  summary of its results compared with all Dutch Banks (sic ! A difference of 107%) and a summary with the average of Warren Buffett, S&P 500 and Eurostoxx 50 (sic !. A difference of 100%); so one can speak of a fundamental out-performance
 

The second portfolio, the OK-Score AEX E.W. portfolio where E.W. means Equal Weighted, realizes all modern demands in respect to transparency, simplicity and especially the demands for low and diminished transactions fees.
The whole investment will be equally divided on all OK-nominated funds from the AEX and trading will only take place on two moments a year. The first time early March on the exchange and the new division of the AEX and the second time on Sept 1. The only reason for these data are the facts that from all AEX funds the OK-Scores just will be calculated.

After a very special yield in 2009 : read 58,5% this year is delivering another record. With 16,1% yield the outcome of its index was nearly tripled.  (16,1% vs 5,7%)

The total yield in the two years existence now reaches the fabulous 84%.
 

Both portfolio are applicable for investors who are looking for higher yields than the AEX index and a lower than average risk.

Further information can be obtained from the process manager of the OK-Rating Institute Mrs. Drs. G.F.C. van Ravenzwaay at via ravenzwaay@ok-ratinginstitute.eu or by tel. 0031-6-16574925.

Investors please contact Boer & Olij in Amsterdam directly. Mr. Boer or Mr. Groot are most happy to return you call. 0031-20-5225252.