Initial Portfolio
This is the first portfolio published in the blog based on the close prices on Friday 7th August 2009. I will give weekly updates of the portfolio so you can see the process over the coming months and years.
Click here for the latest portfolio or view the portfolio category for any updates.
| Current and Closed Positions | ||
| Investment: | 250,022.51 | |
| Current Value: | 303,571.92 | |
| Profit / Loss: | 53,549.41 | 21.42 % |
| Current Positions | ||
| Investment: | 200,001.28 | |
| Current Value: | 251,855.00 | |
| Profit / Loss: | 51,853.72 | 25.93 % |
Current Holdings:
| Code | Qty | Buy Price | Current Price | Profit/Loss | % |
| AMP | 1,965 | 5.09 | 5.88 | 1,552.35 | 15.52 |
| ANZ | 694 | 14.40 | 19.38 | 3,456.12 | 34.58 |
| AXA | 2,336 | 4.28 | 4.33 | 116.80 | 1.17 |
| BEN | 1,475 | 6.78 | 8.04 | 1,858.50 | 18.58 |
| BOQ | 1,198 | 8.35 | 11.03 | 3,210.64 | 32.10 |
| CPU | 1,328 | 7.53 | 9.92 | 3,173.92 | 31.74 |
| CSR | 7,605 | 1.32 | 2.00 | 5,171.40 | 51.71 |
| DOW | 2,674 | 3.74 | 6.50 | 7,380.24 | 73.80 |
| DXS | 13,369 | 0.75 | 0.72 | -374.33 | -3.74 |
| HVN | 4,237 | 2.36 | 3.17 | 3,431.97 | 34.32 |
| MIG | 7,143 | 1.40 | 1.40 | -35.71 | -0.36 |
| NWS | 813 | 12.30 | 14.90 | 2,113.80 | 21.14 |
| ORG | 654 | 15.30 | 14.47 | -542.82 | -5.42 |
| OST | 4,505 | 2.22 | 2.87 | 2,928.25 | 29.28 |
| PDN | 2,747 | 3.64 | 4.58 | 2,582.18 | 25.82 |
| QAN | 4,831 | 2.07 | 2.42 | 1,690.85 | 16.91 |
| TAH | 1,449 | 6.90 | 7.11 | 304.29 | 3.04 |
| TOL | 1,653 | 6.05 | 9.96 | 6,463.23 | 64.63 |
| WBC | 587 | 17.04 | 22.83 | 3,398.73 | 33.98 |
| WES | 566 | 17.66 | 24.68 | 3,973.32 | 39.75 |
Categories: Portfolio
