Share Investor

Monday, September 5, 2011

Share Investor Portfolio: Value @ 2 September 2011

The Share Investor Portfolio is up over the last week after a good post global jitters bounce on the NZX overall. In the first week of September the portfolio was up 2.11% or $5565.32 on the August 26 update .

The rise was bolstered in very small part to a profit result and attached dividend from GFF .

A 6c rise in SKC, 31c for MFT, 7c rise in WHS and 13c for FRE were by far the biggest contributors to the gain.

For the first 34 weeks of 2011 the portfolio has increased by 9.91% or $24381.85

The total of unspent dividends and interest in the bank as at 2 Sept from the 2010 - 2011 earnings years is $29,996.39 at close of reporting season for 2010 and at the mid -part 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 14.64% or $38138.99 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, Friday 02 September, 2011 (NZT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

AIA

2,000

$1.700

$3,400.00

$2.320

$4,640.00

$1,240.00

36.47%

AIA

2,000

$1.510

$3,020.00

$2.320

$4,640.00

$1,620.00

53.64%

AIA

674

$0.000

$0.00

$2.320

$1,563.68

AIA

638

$2.150

$1,371.70

$2.320

$1,480.16

$108.46

7.91%

ASBPB

3,109

$0.000

$0.00

$0.700

$2,176.30

ASBPB

6,891

$1.000

$6,891.00

$0.700

$4,823.70

$2,067.30

30.00%

BGR

619

$0.000

$0.00

$1.380

$854.22

BGR

2,381

$0.990

$2,357.19

$1.380

$3,285.78

$928.59

39.39%

FBU

303

$0.000

$0.00

$7.680

$2,327.04

FBU

811

$9.750

$7,907.25

$7.680

$6,228.48

$1,678.77

21.23%

FPH

3,000

$2.350

$7,050.00

$2.220

$6,660.00

$390.00

5.53%

FPH

1,365

$3.720

$5,077.80

$2.220

$3,030.30

$2,047.50

40.32%

FPH

635

$0.000

$0.00

$2.220

$1,409.70

FRE

6,405

$3.630

$23,250.15

$3.280

$21,008.40

$2,241.75

9.64%

FRE

2,226

$0.000

$0.00

$3.280

$7,301.28

GFF

607

$0.000

$0.00

$0.870

$528.09

GFF

1,393

$2.330

$3,245.69

$0.870

$1,211.91

$2,033.78

62.66%

HLG

299

$0.000

$0.00

$3.370

$1,007.63

HLG

701

$2.530

$1,773.53

$3.370

$2,362.37

$588.84

33.20%

KIP

763

$1.480

$1,129.24

$1.030

$785.89

$343.35

30.41%

KIP

237

$0.000

$0.00

$1.030

$244.11

MFT

1,000

$7.960

$7,960.00

$10.010

$10,010.00

$2,050.00

25.75%

MFT

1,838

$8.000

$14,704.00

$10.010

$18,398.38

$3,694.38

25.13%

MFT

1,375

$4.200

$5,775.00

$10.010

$13,763.75

$7,988.75

138.33%

MFT

787

$0.000

$0.00

$10.010

$7,877.87

MHI

1,646

$0.860

$1,415.56

$0.900

$1,481.40

$65.84

4.65%

MHI

7,000

$0.630

$4,410.00

$0.900

$6,300.00

$1,890.00

42.86%

MHI

209

$1.050

$219.45

$0.900

$188.10

$31.35

14.29%

MHI

1,145

$0.000

$0.00

$0.900

$1,030.50

PPG

$0.000

$0.00

$0.200

$6.20

PPG

1,500

$0.440

$660.00

$0.200

$300.00

$360.00

54.55%

PPG

1,004

$0.800

$803.20

$0.200

$200.80

$602.40

75.00%

PPL

1,000

$3.090

$3,090.00

$0.890

$890.00

$2,200.00

71.20%

PPL

1,000

$2.870

$2,870.00

$0.890

$890.00

$1,980.00

68.99%

PPL

939

$4.200

$3,943.80

$0.890

$835.71

$3,108.09

78.81%

PPL

975

$0.000

$0.00

$0.890

$867.75

PPL

1,086

$1.530

$1,661.58

$0.890

$966.54

$695.04

41.83%

RYM

555

$0.000

$0.00

$2.580

$1,431.90

RYM

4,445

$1.970

$8,756.65

$2.580

$11,468.10

$2,711.45

30.96%

SKC

5,750

$7.430

$42,722.50

$3.490

$20,067.50

$22,655.00

53.03%

SKC

2,750

$7.700

$21,175.00

$3.490

$9,597.50

$11,577.50

54.68%

SKC

1,431

$8.750

$12,521.25

$3.490

$4,994.19

$7,527.06

60.11%

SKC

781

$7.600

$5,935.60

$3.490

$2,725.69

$3,209.91

54.08%

SKC

26,203

$0.000

$0.00

$3.490

$91,448.47

STU

$0.000

$0.00

$2.590

$256.41

STU

301

$4.740

$1,426.74

$2.590

$779.59

$647.15

45.36%

WHS

4,500

$3.730

$16,785.00

$3.470

$15,615.00

$1,170.00

6.97%

WHS

6,979

$6.000

$41,874.00

$3.470

$24,217.13

$17,656.87

42.17%

WHS

$3.710

$55.65

$3.470

$52.05

$3.60

6.47%

WHS

3,506

$0.000

$0.00

$3.470

$12,165.82

26.83%

	Total cost	Market value	Change
	$265,238.53	$336,395.39	$71,156.86

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

Sunday, September 4, 2011

Share Investor Portfolio 2: Value @ 2 September 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 49th day of trading the portfolio was up by $1170.00 or 2.11% on the August 26 update to be worth a total of $46890.00.

The portfolio is up 0.19% or $1078.68 since tracking began on July 7 2011.

Share Investor 2 Portfolio as at 17:30:00, Friday 02 September, 2011 (NZT)

Stock

Quantity

Cost price

Total cost

Market price

Market value

Change

CEN

202

$0.000

$0.00

$5.340

$1,078.68

CEN

8,798

$5.340

$46,981.32

$5.340

$46,981.32

$0.00

0.00%

2.30%

	Total cost	Market value	Change
	$46,981.32	$48,060.00	$1,078.68

Allan Hubbard Saga: Does death mean the End?

It is very sad to hear the news that beleaguered businessman Allan Hubbard died on Friday in a serious car crash.

While readers know I am no fan of his it is always sad to see someone leave like this.

His reputation will be forever tarnished in the eyes of the public in general and those that lost money at his hands and we will be forever speculating as to the guilt, innocence or otherwise of an individual whose business empire collapsed under the haze of serious fraud charges, forgery, manipulation of accounts, fake investments and a record of inter-company lending that managed to hide the cracks in the veneer for a number of years.

Mr Hubbard was due in court next month to face charges laid by the Serious Fraud Office following a lengthy investigation into his failed finance company, South Canterbury Finance and the question remains as to whether charges can still proceed without Hubbard sitting in a courtroom.

The Serious Fraud Office now need to make a decision whether to proceed - if they can with any practicality - with the 50 charges against him so his supporters can get a decision either way as to Hubbard's culpability or otherwise and the question over his guilt will not linger forever and a day and he is eulogised as saint of sinner in lieu of his day in court.

There seems to be some conjecture over whether an estate can be charged in absense of the defendant but ultimately it will be up to the law, courts and Serious Fraud Office as to what happens next. In the balance of probability it looks like the case will be dropped.

Of course if charges cannot be proceeded with Allan Hubbard -or in this case, his legacy - will be legally off the hook because the SFO would not have a chance to prove his guilt in a court of law. Therefore he will remain forever "innocent".

However, the doubt will still remain.

*My best wishes go to Jean Hubbard & Allan Hubbard's family & his supporters.

Allan Hubbard Saga

Full SFO Statement on SCF Fraud Investigation

Hubbard Letter to Simon Power

Share Investor

Monday, September 5, 2011

Share Investor Portfolio: Value @ 2 September 2011

Sunday, September 4, 2011

Share Investor Portfolio 2: Value @ 2 September 2011

Allan Hubbard Saga: Does death mean the End?

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