Portfolio regulations

The three portfolios for 2009 have a start date of Monday, 5 January. The portfolios use the Main Index of the Oslo Stock Exchange (OSEBX) as a reference index, and the volume weighted average price of the first hour of trading (9.00-10.00 am) on 5 January as a basis for the Oslo Stock Exchange in 2009. 
 

Weekly portfolio

The weekly portfolio is established weekly on the basis of the top ideas from the First Securities analysis team.  Stock selection is rotated every Tuesday. Portfolio returns are based on volume weighted rates from 9.00 to 10.00 am for OBX stocks, and from 9.00 to 12.00 am for stocks outside OBX. The reference index for the portfolio is OSEBX.  The weekly portfolio has history back to December 2000.
Through Monday, 16 February 2009, changes to the portfolio were carried out prior to market opening every Monday.  Since 24 February 2009, changes to the portfolio have been carried out prior to market opening every Tuesday.  Upon all changes to the portfolio, opening and closing rates are calculated as volume weighted average price from 9.00-10.00 am for OBX stocks and 9.00-12.00 am for non-OBX stocks.  

For weeks where we incorporate stocks listed on markets other than the Oslo Stock Exchange, these stocks are not shown in the portfolio on First.no.  Yields on foreign stocks are also included in the historical calculation in the portfolio shown on First.no.

 

Buy portfolio

The Buy portfolio is established on a monthly basis and picked from the top ideas from the First team of analysts, targeting the stocks that are expected to perform most strongly in relation to the rest of the market.  Stocks are rotated after market close on the last trading day of the month and the portfolio yield is based on corresponding closing rates.  OSEBX is the reference index for the portfolio and the portfolio has been published since June 1999. 
For months where we incorporate stocks listed on markets other than the Oslo Stock Exchange, these stocks are not shown in the portfolio on First.no.  Yields on foreign stocks are also included in the historical calculation in the portfolio shown on First.no.


 

Funding portfolio

The funding portfolio is established on a monthly basis and based on ideas from the First team of analysts, targeting the stocks that are expected to perform weakly in relation to the rest of the market. Stocks are rotated after market close on the last trading day of the month and the portfolio yield is based on corresponding closing rates.  OSEBX is the reference index for the portfolio and the portfolio has been published since June 1999.
For months where we incorporate stocks listed on markets other than the Oslo Stock Exchange, these stocks are not shown in the portfolio on First.no.  Yields on foreign stocks are also included in the historical calculation in the portfolio shown on First.no.

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