tag:blogger.com,1999:blog-3686764185628666543.post6062413552703343287..comments2023-10-10T03:26:30.831+13:00Comments on Share Investor: Stock of the Week: Mainfreight LtdShare Investorhttp://www.blogger.com/profile/02150520236094812434noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-3686764185628666543.post-36552440417446623942009-09-14T07:55:56.439+12:002009-09-14T07:55:56.439+12:00Yep that is my position on SKC and I would have do...Yep that is my position on SKC and I would have done alot better if that was my only stock.<br /><br />My Long Term portfolio is currently valued at just over $320,000. There have been some additions of Mainfreight and WHS shares that may account for that.Share Investorhttps://www.blogger.com/profile/02150520236094812434noreply@blogger.comtag:blogger.com,1999:blog-3686764185628666543.post-22616599184504090372009-09-13T13:22:38.771+12:002009-09-13T13:22:38.771+12:00Just browsing your portfolio, I noticed that you h...Just browsing your portfolio, I noticed that you had an extraordinarily large position on SKC compared to any of your other positions. 43% of portfolio. Are those numbers correct?<br /><br />36915 x $3.30 = $121,819 <br /><br />Seems you are putting an unbalanced allocation towards one stock. Not necessarily a bad thing, just noticed that this is not inline with you other smaller positions.<br /><br />I calculated that your portfolio is worth $282,389 in total including that rather large SKC position.SBTradeshttps://www.blogger.com/profile/05733253279331854250noreply@blogger.com