Share Investor

Monday, November 28, 2011

Share Investor Portfolio 2: Value @ 28 November 2011

The Share Investor 2 Portfolio is a separate portfolio apart from the original Share Investor Portfolio and contains just one share, Contact Energy Ltd [CEN.NZX]. It will only have this one share in it and has a far shorter time frame than the original long-term portfolio that I started 8 years ago.

The portfolio was started July 7 with 9000 shares purchased at $5.34 at a total cost of $48,060.00 and $144.18 in brokerage.

After the 140th day of trading the portfolio was down sharply for the second week in a row by $1170.00 or 2.47% on the November 18 update to be worth a total of $47,250.00.

The portfolio is up by 0.57% since tracking began on July 7 2011.

Share Investor 2 Portfolio as at 17:30:00, Monday 28 November, 2011 (NZDT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

CEN

202

$0.000

$0.00

$5.250

$1,060.50

CEN

8,798

$5.340

$46,981.32

$5.250

$46,189.50

$791.82

1.69%

0.57%

	Total cost	Market value	Change
	$46,981.32	$47,250.00	$268.68

Share Investor Portfolio: Value @ 28 November 2011

The Share Investor Portfolio was down over the last week. In the final week of November the portfolio was down considerably, by 4.12% or $10,889.93 on the November 18 update .

The biggest contributor to the fall was SKC with a 21c drop while every other stock fell as well.

For the first 46 weeks of 2011 the portfolio has increased by 5.01% or $11795.91.

The total of unspent dividends and interest in the bank as at 26 Nov 2011 from the 2010 - 2011 earnings years is $32,398.33 at close of reporting season for 2010 and near the end of the 2011 2nd half reporting year. There are also approx $60000.00 in tax credits earned from the portfolio since it began in late 2002.

The Share Investor Portfolio has increased in value by 10.57% or $27934.37 since I began tracking it for this blog on October 11 2010

Track the Share Investor Portfolio 2 .

Share Investor Portfolio as at 17:30:00, Monday 28 November, 2011 (NZDT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

AIA

2,000

$1.700

$3,400.00

$2.305

$4,610.00

$1,210.00

35.59%

AIA

2,000

$1.510

$3,020.00

$2.305

$4,610.00

$1,590.00

52.65%

AIA

674

$0.000

$0.00

$2.305

$1,553.57

AIA

638

$2.150

$1,371.70

$2.305

$1,470.59

$98.89

7.21%

ASBPB

3,177

$0.000

$0.00

$0.650

$2,065.05

ASBPB

6,823

$1.000

$6,823.00

$0.650

$4,434.95

$2,388.05

35.00%

BGR

725

$0.000

$0.00

$1.360

$986.00

BGR

2,275

$0.990

$2,252.25

$1.360

$3,094.00

$841.75

37.37%

FBU

303

$0.000

$0.00

$5.870

$1,778.61

FBU

811

$9.750

$7,907.25

$5.870

$4,760.57

$3,146.68

39.79%

FPH

3,000

$2.350

$7,050.00

$2.370

$7,110.00

$60.00

0.85%

FPH

707

$0.000

$0.00

$2.370

$1,675.59

FPH

1,293

$3.720

$4,809.96

$2.370

$3,064.41

$1,745.55

36.29%

FRE

6,405

$3.630

$23,250.15

$3.310

$21,200.55

$2,049.60

8.82%

FRE

2,226

$0.000

$0.00

$3.310

$7,368.06

GFF

607

$0.000

$0.00

$0.630

$382.41

GFF

1,393

$2.330

$3,245.69

$0.630

$877.59

$2,368.10

72.96%

HLG

366

$0.000

$0.00

$3.750

$1,372.50

HLG

634

$2.530

$1,604.02

$3.750

$2,377.50

$773.48

48.22%

KIP

740

$1.480

$1,095.20

$1.060

$784.40

$310.80

28.38%

KIP

214

$0.000

$0.00

$1.060

$226.84

MFT

1,000

$7.960

$7,960.00

$10.300

$10,300.00

$2,340.00

29.40%

MFT

1,838

$8.000

$14,704.00

$10.300

$18,931.40

$4,227.40

28.75%

MFT

929

$0.000

$0.00

$10.300

$9,568.70

MFT

1,233

$4.200

$5,178.60

$10.300

$12,699.90

$7,521.30

145.24%

MHI

1,646

$0.860

$1,415.56

$0.890

$1,464.94

$49.38

3.49%

MHI

7,000

$0.630

$4,410.00

$0.890

$6,230.00

$1,820.00

41.27%

MHI

209

$1.050

$219.45

$0.890

$186.01

$33.44

15.24%

MHI

1,145

$0.000

$0.00

$0.890

$1,019.05

PPG

1,004

$0.800

$803.20

$0.230

$230.92

$572.28

71.25%

PPG

1,443

$0.440

$634.92

$0.230

$331.89

$303.03

47.73%

PPG

$0.000

$0.00

$0.230

$20.24

PPL

1,000

$3.090

$3,090.00

$0.640

$640.00

$2,450.00

79.29%

PPL

1,000

$2.870

$2,870.00

$0.640

$640.00

$2,230.00

77.70%

PPL

939

$4.200

$3,943.80

$0.640

$600.96

$3,342.84

84.76%

PPL

975

$0.000

$0.00

$0.640

$624.00

PPL

1,086

$1.530

$1,661.58

$0.640

$695.04

$966.54

58.17%

RYM

653

$0.000

$0.00

$2.580

$1,684.74

RYM

4,347

$1.970

$8,563.59

$2.580

$11,215.26

$2,651.67

30.96%

SKC

5,750

$7.430

$42,722.50

$3.260

$18,745.00

$23,977.50

56.12%

SKC

2,750

$7.700

$21,175.00

$3.260

$8,965.00

$12,210.00

57.66%

SKC

1,431

$8.750

$12,521.25

$3.260

$4,665.06

$7,856.19

62.74%

SKC

781

$7.600

$5,935.60

$3.260

$2,546.06

$3,389.54

57.11%

SKC

26,203

$0.000

$0.00

$3.260

$85,421.78

STU

$0.000

$0.00

$2.050

$202.95

STU

301

$4.740

$1,426.74

$2.050

$617.05

$809.69

56.75%

WHS

6,979

$6.000

$41,874.00

$3.170

$22,123.43

$19,750.57

47.17%

WHS

3,761

$0.000

$0.00

$3.170

$11,922.37

WHS

4,260

$3.730

$15,889.80

$3.170

$13,504.20

$2,385.60

15.01%

22.36%

	Total cost	Market value	Change
	$262,828.81	$321,599.14	$58,770.33

The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) by Benjamin Graham
Buy new: $14.95 / Used from: $9.73
Usually ships in 24 hours

Security Analysis: The Classic 1934 Edition by GRAHAM
Buy new: $37.80 / Used from: $29.48
Usually ships in 24 hours

Buy these two Books @ Fishpond.co.nz

c Share Investor 2011

2011 Election result a big mandate for welfare reform

The overwhelming win for John Key in the 2011 Election and the decimation of the vote for the Labour Party is a clear mandate for the party to follow through with their pre-election policies.

Asset sales, education and government department reform, just to name a few, should be just the start.

Perhaps the biggest mandate was for welfare reform as minister for welfare Paula Bennett was returned with a higher margin than in 2008.

In that seat she had competition from Carmel Sepeloni and the Labour Party's old ideas about extending welfare while National's policy of reforming welfare was given the big tick with Bennett's return.

This is an important overall as our welfare system is clearly unsustainable, especially at this time of economic uncertainty and need for fiscal restraint.

The National election win means the country can begin this reform and begin to turn around the problems that welfare has caused; crime, unemployment, child abuse and death and generations of people who have become dependent on the State (State = taxpayer of course).

The new Government has been given a mandate for reform of the Welfare State and if done correctly could be a turning point in a country saturated by dependence. A turning point that will turn dependence and hopelessness into independence and dare I say it a brighter future.

As the Labour Government of the 1930s introduced the welfare state and set this country on a downward slide to the present day, National has a chance to reverse the notion that your neighbour owes you a living and can pick your pockets at will, to an ingrained obligation that we are all responsible for ourselves and welfare should be in the hands of individuals and families and not the heavy hand of a failed state apparatus.

National have the mandate but do they have the will to put a line in the sand and turn this country into a truly great nation where its citizens look to themselves for inspiration instead of the State (again see your fellow taxpayer) and the next welfare check?

I will watch with much interest.

Buy Every Bastard Says No - The 42 Below Story, by Geoff Ross & Justine Troy & more @Fishpond.co.nz

C c c Darren Rickard 2011

Share Investor

Monday, November 28, 2011

Share Investor Portfolio 2: Value @ 28 November 2011

Share Investor Portfolio: Value @ 28 November 2011

2011 Election result a big mandate for welfare reform

Total Pageviews

Translate

Search Share Investor

Share Investor Blog Archive

Share Investor

Share Investor Portfolio Individual Shareholder Websites

Market/Financial News

Stockmarket/Business Blogs/Share Forums

My Favourite Reading