INTERNATIONAL. The total value of shares (in US dollars) in The Moodie Reportfolio rose by +7.5% in September, compared to the previous month. It has climbed by +5.3% since the beginning of January.
Overall The Moodie Reportfolio has decreased by -27.0% since the service was launched on 1 August 2007, largely due to the financial markets’ deterioration driven by the US sub-prime crisis.
At the beginning of August 2007 The Moodie Report invested a hypothetical US$10,000 – or local currency at prevailing exchange rates – in ten travel retail-related stocks. Some are pure duty free/travel retail companies; some are parent or related groups. The resultant basket of stocks is The Moodie Reportfolio.
The stocks are:
– Autogrill (Aldeasa, Alpha, HMSHost and World Duty Free)
– Dufry
– Hellenic DFS
– Japan Airport Terminal Co
– Jordanian Duty Free Shops
– Lagardère (Aelia; HDS Retail)
– Lotte Shopping Co
– LVMH (DFS Group)
– MISR Duty Free Shops (Egypt)
– Stefanel
Each month UK-based Justin Lee, reports on the change in The Moodie Reportfolio and its individual components. He tracks our original investment and notes the outstanding performers for the month in both local and US currency and the year to date (the latter in US Dollar terms).
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