The
Share Investor Portfolio was up strongly in the last week of March/early April. The portfolio was up by 2.38% or $6421.86 on the
March 28 update . For the first 13 weeks of 2011 the portfolio has increased by 7.98% or $20400.63 . This weeks rise was due, primarily, to a 8c rise in SKC, 21c rise in MFT and an 8c rise in WHS, with a wide range of other smaller variations up and down across the portfolio.
The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $23479.21 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 01 April, 2011 (NZDT) 2,000 $1.700 $3,400.00 $2.225 $4,450.00 $1,050.00 30.88% 2,000 $1.510 $3,020.00 $2.225 $4,450.00 $1,430.00 47.35% 558 $0.000 $0.00 $2.225 $1,241.55 $1,241.55 754 $2.150 $1,621.10 $2.225 $1,677.65 $56.55 3.49% 3,027 $0.000 $0.00 $0.680 $2,058.36 $2,058.36 6,973 $1.000 $6,973.00 $0.680 $4,741.64 $2,231.36 32.00% 619 $0.000 $0.00 $1.320 $817.08 $817.08 2,381 $0.990 $2,357.19 $1.320 $3,142.92 $785.73 33.33% 284 $0.000 $0.00 $9.340 $2,652.56 $2,652.56 830 $9.750 $8,092.50 $9.340 $7,752.20 $340.30 4.21% 3,000 $2.350 $7,050.00 $3.140 $9,420.00 $2,370.00 33.62% 541 $0.000 $0.00 $3.140 $1,698.74 $1,698.74 1,459 $3.720 $5,427.48 $3.140 $4,581.26 $846.22 15.59% 2,054 $0.000 $0.00 $3.240 $6,654.96 $6,654.96 6,577 $3.630 $23,874.51 $3.240 $21,309.48 $2,565.03 10.74% 586 $0.000 $0.00 $1.660 $972.76 $972.76 1,414 $2.330 $3,294.62 $1.660 $2,347.24 $947.38 28.76% 299 $0.000 $0.00 $3.770 $1,127.23 $1,127.23 701 $2.530 $1,773.53 $3.770 $2,642.77 $869.24 49.01% 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 $8.950 $8,950.00 $990.00 12.44% 1,838 $8.000 $14,704.00 $8.950 $16,450.10 $1,746.10 11.88% 657 $0.000 $0.00 $8.950 $5,880.15 $5,880.15 1,505 $4.200 $6,321.00 $8.950 $13,469.75 $7,148.75 113.10% 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 $0.260 $8.06 $8.06 1,500 $0.440 $660.00 $0.260 $390.00 $270.00 40.91% 1,004 $0.800 $803.20 $0.260 $261.04 $542.16 67.50% 1,000 $3.090 $3,090.00 $1.330 $1,330.00 $1,760.00 56.96% 1,000 $2.870 $2,870.00 $1.330 $1,330.00 $1,540.00 53.66% 939 $4.200 $3,943.80 $1.330 $1,248.87 $2,694.93 68.33% 975 $0.000 $0.00 $1.330 $1,296.75 $1,296.75 1,086 $1.530 $1,661.58 $1.330 $1,444.38 $217.20 13.07% 459 $0.000 $0.00 $2.390 $1,097.01 $1,097.01 4,586 $1.970 $9,034.42 $2.390 $10,960.54 $1,926.12 21.32% 5,750 $7.430 $42,722.50 $3.420 $19,665.00 $23,057.50 53.97% 1,000 $7.600 $7,600.00 $3.420 $3,420.00 $4,180.00 55.00% 2,750 $7.700 $21,175.00 $3.420 $9,405.00 $11,770.00 55.58% 1,431 $8.750 $12,521.25 $3.420 $4,894.02 $7,627.23 60.91% 272 $4.720 $1,283.84 $3.420 $930.24 $353.60 27.54% 25,712 $0.000 $0.00 $3.420 $87,935.04 $87,935.04 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 $3.510 $15,795.00 $990.00 5.90% 6,979 $6.000 $41,874.00 $3.510 $24,496.29 $17,377.71 41.50% 15 $3.710 $55.65 $3.510 $52.65 $3.00 5.39% 3,506 $0.000 $0.00 $3.510 $12,306.06 $12,306.06
24.60 %
$270,928.45 $337,564.00 $66,635.55
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