Monday, May 13, 2013

Share Investor Portfolio: Value @ 13 May 2013

The Share Investor Portfolio  is well up on the previous posting made a couple of weeks ago.  

The amount of dividends is zero as they are now used for something else so wont be reported here. 

There are also approx $60,000.00 in tax credits earned from the portfolio since it began in late 2002.


My NZX and ASX Portfolio

$226,402.72 (76.43%)$296,216.28

New Zealand Securities

as at 16:45:37, Monday 13 May, 2013 (NZT)
Stock
Quantity
Total cost
Market price
Market value
Change
%

AIA
5,000$6,291.65 DR$3.175$15,875.00$9,583.35152.32%

ASBPB
10,000$6,607.00 DR$0.770$7,700.00$1,093.0016.54%

BGR
3,000$1,598.85 DR$2.530$7,590.00$5,991.15374.72%

CEN
9,200$44,892.00 DR$5.520$50,784.00$5,892.0013.12%

FBU
1,000$6,318.00 DR$8.560$8,560.00$2,242.0035.49%

FPH
20,000$41,816.50 DR$2.730$54,600.00$12,783.5030.57%

FRE
8,000$18,890.52 DR$4.470$35,760.00$16,869.4889.30%

HLG
1,000$1,156.21 DR$5.650$5,650.00$4,493.79388.67%

MFT
5,000$26,676.75 DR$10.600$53,000.00$26,323.2598.67%

MHI
10,000$5,920.06 DR$1.420$14,200.00$8,279.94139.86%

PPL
5,000$11,843.00 DR$1.120$5,600.00$6,243.0052.71%

RYM
5,000$8,553.74 DR$6.220$31,100.00$22,546.26263.58%

SKC
37,100$62,774.00 DR$4.500$166,950.00$104,176.00165.95%

WHS
15,000$52,878.00 DR$4.350$65,250.00$12,372.0023.40%
76.43%
Total costMarket valueChange
$296,216.28 DR$522,619.00$226,402.72


Recommended Amazon Reading

The Intelligent Investor: The Definitive Book on Value Investing. A    Book of Practical Counsel (Revised Edition)
The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) by Benjamin Graham
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