del Rey Global Investors, LLC

data from 31/12/2013

Capitalization

$ 30.387 M -51.97 %

Average holding period

6 ans

Performance

$ -19.901 M 8 413.75 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in del Rey Global Investors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2013/12/31 GOLD BARRICK GOLD CORP 13.76% 4.180 M $ 237050 2010/12/31 -338.012 K $ -5.32 %
2013/12/31 KT KT CORP 11.57% 3.517 M $ 236442 2011/09/30 -1.199 M $ -11.33 %
2013/12/31 BHP BHP BILLITON LTD 8.65% 2.629 M $ 38536 2012/06/30 162.340 K $ 2.39 %
2013/12/31 SU SUNCOR ENERGY INC NEW 8.63% 2.623 M $ 74817 2010/12/31 -153.457 K $ -2.04 %
2013/12/31 TEVA TEVA PHARMACEUTICAL INDS LTD 6.61% 2.009 M $ 50123 2012/12/31 312.149 K $ 6.09 %
2013/12/31 RDS-B ROYAL DUTCH SHELL PLC 4.64% 1.411 M $ 18784 2010/12/31 130.802 K $ 9.09 %
2013/12/31 SIEGY SIEMANS A G 4.56% 1.386 M $ 10006 2011/12/31 211.410 K $ 14.95 %
2013/12/31 NVS NOVARTIS AG 3.94% 1.198 M $ 14900 2011/09/30 59.223 K $ 4.47 %
2013/12/31 CHL CHINA MOBILE HONG KONG LTD 3.80% 1.154 M $ 22068 2011/12/31 -79.959 K $ -7.34 %
2013/12/31 SNY SANOFI-SYNTHELABO 3.78% 1.148 M $ 21397 2011/09/30 372.165 K $ 29.63 %
2013/12/31 ERIC ERICSSON LM TEL CO 2.63% 799.000 K $ 65241 2012/03/31 -84.000 K $ -8.32 %
2013/12/31 NTT DOCOMO INC 2.55% 776.000 K $ 46984 2013/12/31 0.000 $ 0.00 %
2013/12/31 BP BP PLC 2.40% 729.000 K $ 14999 2011/09/30 114.913 K $ 15.66 %
2013/12/31 KGC KINROSS GOLD CORP 2.31% 703.000 K $ 160469 2011/06/30 -353.874 K $ -13.26 %
2013/12/31 LYG LLOYDS TSB GROUP PLC 2.06% 627.000 K $ 117795 2011/09/30 72.679 K $ 10.61 %
2013/12/31 DB DEUTSCHE BANK AG NAMEN 1.59% 482.000 K $ 9992 2011/12/31 32.141 K $ 6.04 %
2013/12/31 HP HELMERICH AND PAYNE INC 1.26% 384.000 K $ 4570 2013/09/30 75.196 K $ 21.92 %
2013/12/31 MSFT MICROSOFT CORP 1.22% 371.000 K $ 9927 2013/09/30 40.998 K $ 12.42 %
2013/12/31 SWK STANLEY BLACK & DECKER INC 1.21% 368.000 K $ 4560 2013/12/31 0.000 $ 0.00 %
2013/12/31 BABCOCK & WILCOX CO NEW 1.20% 365.000 K $ 10670 2013/09/30 5.014 K $ 1.39 %
2013/12/31 KMB KIMBERLY CLARK CORP 1.10% 335.000 K $ 3208 2013/09/30 32.823 K $ 10.87 %
2013/12/31 MRK MERCK & CO INC NEW 1.09% 332.000 K $ 6631 2013/09/30 16.122 K $ 5.10 %
2013/12/31 BAKER HUGHES INC 1.07% 326.000 K $ 5900 2013/12/31 0.000 $ 0.00 %
2013/12/31 HNP HUANENG POWER INTL INC 1.06% 321.000 K $ 8861 2011/09/30 -52.781 K $ -9.49 %
2013/12/31 RTN RAYTHEON CO 1.02% 311.000 K $ 3434 2013/09/30 46.805 K $ 17.66 %
2013/12/31 EFA ISHARES TR MSCI EAFE IDX 0.98% 297.000 K $ 4431 2013/12/31 0.000 $ 0.00 %
2013/12/31 GFI GOLD FIELDS LTD NEW 0.94% 287.000 K $ 89717 2011/09/30 -152.637 K $ -29.99 %
2013/12/31 CNHI CNH INDL N V 0.93% 282.000 K $ 24857 2013/12/31 0.000 $ 0.00 %
2013/12/31 CSCO CISCO SYS INC 0.92% 281.000 K $ 12530 2013/09/30 -12.530 K $ -4.26 %
2013/12/31 UNP UNION PAC CORP 0.86% 262.000 K $ 1558 2013/09/30 19.724 K $ 8.15 %
2013/12/31 AAPL APPLE COMPUTER INC 0.86% 261.000 K $ 465 2013/09/30 61.103 K $ 17.66 %
2013/12/31 NEM NEWMONT MINING CORP 0.77% 233.000 K $ 10137 2010/12/31 -1.322 M $ -18.04 %
2013/12/31 MGA MAGNA INTL INC 0.00% 0.000 $ 0 2010/12/31 0.000 $ 0.00 %
2013/12/31 CA CA INC 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2013/12/31 MCGRAW HILL COS INC 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %
2013/12/31 MCO MOODYS CORP 0.00% 0.000 $ 0 2013/09/30 0.000 $ 0.00 %