The Share Investor Portfolio rose strongly in the first week of March. The portfolio was up 2.15% or $5830.68 on the Feb 28 update . For the first 9 weeks of 2011 the portfolio has increased by 4.52% or $11584.61. This weeks rise was due, primarily, to a 19c rise in SKC, along with quake related rises of 18c per share for FBU and 6c for STU. This was offset by reasonable falls in PPL, 11c down on a poor profit result and an overall weakness in all retail stocks.
There has also been a profit result that has added cash dividends to the portfolio and interest earned on dividends in the bank.
The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $20834.21 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 04 March, 2011 (NZDT)
| | 2,000 | $1.700 | $3,400.00 | $2.260 | $4,520.00 | $1,120.00 | 32.94% |
| | 2,000 | $1.510 | $3,020.00 | $2.260 | $4,520.00 | $1,500.00 | 49.67% |
| | 558 | $0.000 | $0.00 | $2.260 | $1,261.08 | $1,261.08 |
|
| | 754 | $2.150 | $1,621.10 | $2.260 | $1,704.04 | $82.94 | 5.12% |
| | 3,027 | $0.000 | $0.00 | $0.695 | $2,103.77 | $2,103.77 |
|
| | 6,973 | $1.000 | $6,973.00 | $0.695 | $4,846.24 | $2,126.77 | 30.50% |
| | 438 | $0.000 | $0.00 | $1.360 | $595.68 | $595.68 |
|
| | 2,562 | $0.990 | $2,536.38 | $1.360 | $3,484.32 | $947.94 | 37.37% |
| | 284 | $0.000 | $0.00 | $8.810 | $2,502.04 | $2,502.04 |
|
| | 830 | $9.750 | $8,092.50 | $8.810 | $7,312.30 | $780.20 | 9.64% |
| | 3,000 | $2.350 | $7,050.00 | $3.020 | $9,060.00 | $2,010.00 | 28.51% |
| | 541 | $0.000 | $0.00 | $3.020 | $1,633.82 | $1,633.82 |
|
| | 1,459 | $3.720 | $5,427.48 | $3.020 | $4,406.18 | $1,021.30 | 18.82% |
| | 2,054 | $0.000 | $0.00 | $3.220 | $6,613.88 | $6,613.88 |
|
| | 6,577 | $3.630 | $23,874.51 | $3.220 | $21,177.94 | $2,696.57 | 11.29% |
| | 586 | $0.000 | $0.00 | $1.630 | $955.18 | $955.18 |
|
| | 1,414 | $2.330 | $3,294.62 | $1.630 | $2,304.82 | $989.80 | 30.04% |
| | 244 | $0.000 | $0.00 | $3.580 | $873.52 | $873.52 |
|
| | 756 | $2.530 | $1,912.68 | $3.580 | $2,706.48 | $793.80 | 41.50% |
| | 190 | $0.000 | $0.00 | $1.000 | $190.00 | $190.00 |
|
| | 810 | $1.480 | $1,198.80 | $1.000 | $810.00 | $388.80 | 32.43% |
| | 1,000 | $7.960 | $7,960.00 | $8.120 | $8,120.00 | $160.00 | 2.01% |
| | 1,838 | $8.000 | $14,704.00 | $8.120 | $14,924.56 | $220.56 | 1.50% |
| | 657 | $0.000 | $0.00 | $8.120 | $5,334.84 | $5,334.84 |
|
| | 1,505 | $4.200 | $6,321.00 | $8.120 | $12,220.60 | $5,899.60 | 93.33% |
| | 1,646 | $0.860 | $1,415.56 | $0.880 | $1,448.48 | $32.92 | 2.33% |
| | 7,000 | $0.630 | $4,410.00 | $0.880 | $6,160.00 | $1,750.00 | 39.68% |
| | 494 | $1.050 | $518.70 | $0.880 | $434.72 | $83.98 | 16.19% |
| | 860 | $0.000 | $0.00 | $0.880 | $756.80 | $756.80 |
|
| | 31 | $0.000 | $0.00 | $0.270 | $8.37 | $8.37 |
|
| | 1,500 | $0.440 | $660.00 | $0.270 | $405.00 | $255.00 | 38.64% |
| | 1,004 | $0.800 | $803.20 | $0.270 | $271.08 | $532.12 | 66.25% |
| | 1,000 | $3.090 | $3,090.00 | $1.280 | $1,280.00 | $1,810.00 | 58.58% |
| | 1,000 | $2.870 | $2,870.00 | $1.280 | $1,280.00 | $1,590.00 | 55.40% |
| | 939 | $4.200 | $3,943.80 | $1.280 | $1,201.92 | $2,741.88 | 69.52% |
| | 975 | $0.000 | $0.00 | $1.280 | $1,248.00 | $1,248.00 |
|
| | 1,086 | $1.530 | $1,661.58 | $1.280 | $1,390.08 | $271.50 | 16.34% |
| | 459 | $0.000 | $0.00 | $2.370 | $1,087.83 | $1,087.83 |
|
| | 4,586 | $1.970 | $9,034.42 | $2.370 | $10,868.82 | $1,834.40 | 20.30% |
| | 5,750 | $7.430 | $42,722.50 | $3.450 | $19,837.50 | $22,885.00 | 53.57% |
| | 1,000 | $7.600 | $7,600.00 | $3.450 | $3,450.00 | $4,150.00 | 54.61% |
| | 2,750 | $7.700 | $21,175.00 | $3.450 | $9,487.50 | $11,687.50 | 55.19% |
| | 1,431 | $8.750 | $12,521.25 | $3.450 | $4,936.95 | $7,584.30 | 60.57% |
| | 272 | $4.720 | $1,283.84 | $3.450 | $938.40 | $345.44 | 26.91% |
| | 25,712 | $0.000 | $0.00 | $3.450 | $88,706.40 | $88,706.40 |
|
| | 78 | $0.000 | $0.00 | $2.650 | $206.70 | $206.70 |
|
| | 303 | $4.740 | $1,436.22 | $2.650 | $802.95 | $633.27 | 44.09% |
| | 4,500 | $3.730 | $16,785.00 | $3.400 | $15,300.00 | $1,485.00 | 8.85% |
| | 6,979 | $6.000 | $41,874.00 | $3.400 | $23,728.60 | $18,145.40 | 43.33% |
| | 2,880 | $0.000 | $0.00 | $3.400 | $9,792.00 | $9,792.00 |
|
| | 641 | $3.710 | $2,378.11 | $3.400 | $2,179.40 | $198.71 | 8.36% |
|
21.14%
| $273,569.25 | $331,388.78 | $57,819.53 |
Share Investor Portfolio @ Share Investor
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