The
Share Investor Portfolio rose again in the second week of March. The portfolio was up 1.23% or $2827.26 on the
March 8 update . For the first 10 weeks of 2011 the portfolio has increased by 5.75% or $14411.87. This weeks rise was due, primarily, to MFT adding 76c on the back of
the purchase of European logistics operator Wim Bosman Group and the WHS
after
their profit result .
There have also been
2 profit results (
1 ,
2 )that has
added cash dividends to the portfolio The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $23339.21 at close of reporting season for 2010 and partway through the 2011 year. There are also approx $50000.00 in tax credits earned from the portfolio since it began in late 2002.
Share Investor Portfolio as at 17:30:00, Friday 11 March, 2011 (NZDT) 2,000 $1.700 $3,400.00 $2.210 $4,420.00 $1,020.00 30.00% 2,000 $1.510 $3,020.00 $2.210 $4,420.00 $1,400.00 46.36% 558 $0.000 $0.00 $2.210 $1,233.18 $1,233.18 754 $2.150 $1,621.10 $2.210 $1,666.34 $45.24 2.79% 3,027 $0.000 $0.00 $0.690 $2,088.63 $2,088.63 6,973 $1.000 $6,973.00 $0.690 $4,811.37 $2,161.63 31.00% 619 $0.000 $0.00 $1.400 $866.60 $866.60 2,381 $0.990 $2,357.19 $1.400 $3,333.40 $976.21 41.41% 284 $0.000 $0.00 $8.790 $2,496.36 $2,496.36 830 $9.750 $8,092.50 $8.790 $7,295.70 $796.80 9.85% 3,000 $2.350 $7,050.00 $2.980 $8,940.00 $1,890.00 26.81% 541 $0.000 $0.00 $2.980 $1,612.18 $1,612.18 1,459 $3.720 $5,427.48 $2.980 $4,347.82 $1,079.66 19.89% 2,054 $0.000 $0.00 $3.120 $6,408.48 $6,408.48 6,577 $3.630 $23,874.51 $3.120 $20,520.24 $3,354.27 14.05% 586 $0.000 $0.00 $1.570 $920.02 $920.02 1,414 $2.330 $3,294.62 $1.570 $2,219.98 $1,074.64 32.62% 244 $0.000 $0.00 $3.620 $883.28 $883.28 756 $2.530 $1,912.68 $3.620 $2,736.72 $824.04 43.08% 190 $0.000 $0.00 $0.995 $189.05 $189.05 810 $1.480 $1,198.80 $0.995 $805.95 $392.85 32.77% 1,000 $7.960 $7,960.00 $8.820 $8,820.00 $860.00 10.80% 1,838 $8.000 $14,704.00 $8.820 $16,211.16 $1,507.16 10.25% 657 $0.000 $0.00 $8.820 $5,794.74 $5,794.74 1,505 $4.200 $6,321.00 $8.820 $13,274.10 $6,953.10 110.00% 1,646 $0.860 $1,415.56 $0.870 $1,432.02 $16.46 1.16% 7,000 $0.630 $4,410.00 $0.870 $6,090.00 $1,680.00 38.10% 494 $1.050 $518.70 $0.870 $429.78 $88.92 17.14% 860 $0.000 $0.00 $0.870 $748.20 $748.20 31 $0.000 $0.00 $0.250 $7.75 $7.75 1,500 $0.440 $660.00 $0.250 $375.00 $285.00 43.18% 1,004 $0.800 $803.20 $0.250 $251.00 $552.20 68.75% 1,000 $3.090 $3,090.00 $1.270 $1,270.00 $1,820.00 58.90% 1,000 $2.870 $2,870.00 $1.270 $1,270.00 $1,600.00 55.75% 939 $4.200 $3,943.80 $1.270 $1,192.53 $2,751.27 69.76% 975 $0.000 $0.00 $1.270 $1,238.25 $1,238.25 1,086 $1.530 $1,661.58 $1.270 $1,379.22 $282.36 16.99% 459 $0.000 $0.00 $2.350 $1,078.65 $1,078.65 4,586 $1.970 $9,034.42 $2.350 $10,777.10 $1,742.68 19.29% 5,750 $7.430 $42,722.50 $3.390 $19,492.50 $23,230.00 54.37% 1,000 $7.600 $7,600.00 $3.390 $3,390.00 $4,210.00 55.39% 2,750 $7.700 $21,175.00 $3.390 $9,322.50 $11,852.50 55.97% 1,431 $8.750 $12,521.25 $3.390 $4,851.09 $7,670.16 61.26% 272 $4.720 $1,283.84 $3.390 $922.08 $361.76 28.18% 25,712 $0.000 $0.00 $3.390 $87,163.68 $87,163.68 78 $0.000 $0.00 $2.540 $198.12 $198.12 303 $4.740 $1,436.22 $2.540 $769.62 $666.60 46.41% 4,500 $3.730 $16,785.00 $3.450 $15,525.00 $1,260.00 7.51% 6,979 $6.000 $41,874.00 $3.450 $24,077.55 $17,796.45 42.50% 15 $3.710 $55.65 $3.450 $51.75 $3.90 7.01% 3,506 $0.000 $0.00 $3.450 $12,095.70 $12,095.70
22.37 %
$271,067.60 $331,714.39 $60,646.79
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you need to produce a graph of the long term weekly market values (1 -2 years for example).
ReplyDeleteIt seems to me that the market value of your account has not gone anywhere in quite a while?
Obviously the chart would require 3 lines. The market value, the market value adjusted for dividends and the market value adjust for dividends and inflation.
I probably do but have given explanations on what I have done with the portfolio.
ReplyDeleteI don't have the talent and time to prepare the chart though.