The Share Investor Portfolio rose in the third week of February. The portfolio was up 2.54% or $6217.68 on the Feb 14 update . For the first 7 weeks of 2011 the portfolio has increased by 4.15% or $10691.64. This weeks rise was due, primarily, to small rises in most stocks and a big rise in FRE after a favorable 2011 1st half result.
There have also been a number of results that have added cash dividends to the portfolio. ASBPB, FRE, MHI, FRE, SKC have all paid dividends.
There is also $338.72 added from interest earned from dividends in the bank over the last 6 months.
The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $20471.73 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 18 February, 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% |
| 803 | $2.150 | $1,726.45 | $2.260 | $1,814.78 | $88.33 | 5.12% |
| 445 | $0.000 | $0.00 | $2.260 | $1,005.70 | $1,005.70 |
|
| 64 | $1.650 | $105.60 | $2.260 | $144.64 | $39.04 | 36.97% |
| 3,027 | $0.000 | $0.00 | $0.722 | $2,185.49 | $2,185.49 |
|
| 6,973 | $1.000 | $6,973.00 | $0.722 | $5,034.51 | $1,938.49 | 27.80% |
| 438 | $0.000 | $0.00 | $1.400 | $613.20 | $613.20 |
|
| 2,562 | $0.990 | $2,536.38 | $1.400 | $3,586.80 | $1,050.42 | 41.41% |
| 284 | $0.000 | $0.00 | $8.390 | $2,382.76 | $2,382.76 |
|
| 830 | $9.750 | $8,092.50 | $8.390 | $6,963.70 | $1,128.80 | 13.95% |
| 3,000 | $2.350 | $7,050.00 | $3.090 | $9,270.00 | $2,220.00 | 31.49% |
| 541 | $0.000 | $0.00 | $3.090 | $1,671.69 | $1,671.69 |
|
| 1,459 | $3.720 | $5,427.48 | $3.090 | $4,508.31 | $919.17 | 16.94% |
| 2,054 | $0.000 | $0.00 | $3.320 | $6,819.28 | $6,819.28 |
|
| 6,577 | $3.630 | $23,874.51 | $3.320 | $21,835.64 | $2,038.87 | 8.54% |
| 541 | $0.000 | $0.00 | $1.670 | $903.47 | $903.47 |
|
| 1,459 | $2.330 | $3,399.47 | $1.670 | $2,436.53 | $962.94 | 28.33% |
| 244 | $0.000 | $0.00 | $3.930 | $958.92 | $958.92 |
|
| 756 | $2.530 | $1,912.68 | $3.930 | $2,971.08 | $1,058.40 | 55.34% |
| 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 | $8.190 | $8,190.00 | $230.00 | 2.89% |
| 1,838 | $8.000 | $14,704.00 | $8.190 | $15,053.22 | $349.22 | 2.38% |
| 657 | $0.000 | $0.00 | $8.190 | $5,380.83 | $5,380.83 |
|
| 1,505 | $4.200 | $6,321.00 | $8.190 | $12,325.95 | $6,004.95 | 95.00% |
| 1,646 | $0.860 | $1,415.56 | $0.900 | $1,481.40 | $65.84 | 4.65% |
| 7,000 | $0.630 | $4,410.00 | $0.900 | $6,300.00 | $1,890.00 | 42.86% |
| 494 | $1.050 | $518.70 | $0.900 | $444.60 | $74.10 | 14.29% |
| 860 | $0.000 | $0.00 | $0.900 | $774.00 | $774.00 |
|
| 31 | $0.000 | $0.00 | $0.290 | $8.99 | $8.99 |
|
| 1,500 | $0.440 | $660.00 | $0.290 | $435.00 | $225.00 | 34.09% |
| 1,004 | $0.800 | $803.20 | $0.290 | $291.16 | $512.04 | 63.75% |
| 1,000 | $3.090 | $3,090.00 | $1.470 | $1,470.00 | $1,620.00 | 52.43% |
| 1,000 | $2.870 | $2,870.00 | $1.470 | $1,470.00 | $1,400.00 | 48.78% |
| 939 | $4.200 | $3,943.80 | $1.470 | $1,380.33 | $2,563.47 | 65.00% |
| 877 | $0.000 | $0.00 | $1.470 | $1,289.19 | $1,289.19 |
|
| 1,184 | $1.530 | $1,811.52 | $1.470 | $1,740.48 | $71.04 | 3.92% |
| 459 | $0.000 | $0.00 | $2.400 | $1,101.60 | $1,101.60 |
|
| 4,586 | $1.970 | $9,034.42 | $2.400 | $11,006.40 | $1,971.98 | 21.83% |
| 5,750 | $7.430 | $42,722.50 | $3.290 | $18,917.50 | $23,805.00 | 55.72% |
| 1,000 | $7.600 | $7,600.00 | $3.290 | $3,290.00 | $4,310.00 | 56.71% |
| 2,750 | $7.700 | $21,175.00 | $3.290 | $9,047.50 | $12,127.50 | 57.27% |
| 1,431 | $8.750 | $12,521.25 | $3.290 | $4,707.99 | $7,813.26 | 62.40% |
| 272 | $4.720 | $1,283.84 | $3.290 | $894.88 | $388.96 | 30.30% |
| 25,712 | $0.000 | $0.00 | $3.290 | $84,592.48 | $84,592.48 |
|
| 78 | $0.000 | $0.00 | $2.550 | $198.90 | $198.90 |
|
| 303 | $4.740 | $1,436.22 | $2.550 | $772.65 | $663.57 | 46.20% |
| 4,500 | $3.730 | $16,785.00 | $3.550 | $15,975.00 | $810.00 | 4.83% |
| 6,979 | $6.000 | $41,874.00 | $3.550 | $24,775.45 | $17,098.55 | 40.83% |
| 2,880 | $0.000 | $0.00 | $3.550 | $10,224.00 | $10,224.00 |
|
| 641 | $3.710 | $2,378.11 | $3.550 | $2,275.55 | $102.56 | 4.31% |
|
20.77%
| $274,034.99 | $330,961.55 | $56,926.56 |
Share Investor Portfolio @ Share Investor
Share Investor Portfolio: Value @ 14 February 2011Share Investor Portfolio: Value @ 7 February 2011Share Investor Portfolio: Value @ 31 January 2011Share Investor Portfolio: Value @ 24 January 2011Share Investor Portfolio: Value @ 17 January 2011Share Investor Portfolio: Value @ 10 January 2011Share Investor Portfolio: Value @ 3 January 2011Share Investor Portfolio: Value @ 27 December 2010Share Investor Portfolio: Value @ 20 December 2010Share Investor Portfolio: Value @ 13 December 2010Share Investor Portfolio: Value @ 6 December 2010Share Investor Portfolio: Value @ 29 November 2010Share Investor Portfolio: Value @ 22 November 2010Share Investor Portfolio: Value @ 15 November 2010Share Investor Portfolio: Value @ 8 November 2010Share Investor Portfolio: Value @ 1 November 2010Share Investor Portfolio: Value @ 25 October 2010Share Investor Portfolio: Value @ 18 October 2010Share Investor Portfolio: Value @ 11 October 2010Share Investor DividendsShare Investor's Annual Stock PicksShare Investor's 2011 Stock PicksShare Investor's 2010 Stock PicksShare Investor's 2009 Stock PicksShare Investor's 2008 stock picksBrokers 2011 Stock Picks
Related Amazon ReadingThe Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) by
Benjamin GrahamBuy new: $14.95 / Used from: $9.73
Usually ships in 24 hoursSecurity Analysis: The Classic 1934 Edition by
GRAHAMBuy new: $37.80 / Used from: $29.48
Usually ships in 24 hoursBuy these two Books @ Fishpond.co.nzc Share Investor 2011