Monday, November 21, 2011

Share Investor Portfolio 2: Value @ 18 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 130th day of trading the portfolio was down sharply by $1710.00 or 3.64% on the November 11 update to be worth a total of $48420.00.

The portfolio is up by 3.06% since tracking began on July 7 2011.

Share Investor Portfolio 2 as at 17:30:00, Friday 18 November, 2011 (NZDT)

Stock
Quantity
Cost price
Total cost
Market price
Market value
Change
%
CEN

202 $0.000 $0.00 $5.380 $1,086.76 $1,086.76
CEN

8,798 $5.340 $46,981.32 $5.380 $47,333.24 $351.92 0.75%

3.06%


Total cost Market value Change

$46,981.32 $48,420.00 $1,438.68


Share Investor Portfolio 2


Share Investor Portfolio 2: Value @ 11 November 2011
Share Investor Portfolio 2: Value @ 4 November 2011
Share Investor Portfolio 2: Value @ 28 October 2011
Share Investor Portfolio 2: Value @ 21 October 2011
Share Investor Portfolio 2: Value @ 14 October 2011
Share Investor Portfolio 2: Value @ 7 October 2011
Share Investor Portfolio 2: Value @ 30 September 2011
Share Investor Portfolio 2: Value @ 23 September 2011
Share Investor Portfolio 2: Value @ 16 September 2011
Share Investor Portfolio 2: Value @ 9 September 2011
Share Investor Portfolio 2: Value @ 2 September 2011
Share Investor Portfolio 2: Value @ 26 August 2011
Share Investor Portfolio 2: Value @ 19 August 2011
Share Investor Portfolio 2: Value @ 12 August 2011
Share Investor Portfolio 2: Value @ 5 August 2011
Share Investor Portfolio 2: Value @ 22 July 2011
Share Investor Portfolio 2: Value @ 15 July 2011
Share Investor Portfolio 2: Value @ 14 July 2011
Share Investor Portfolio 2: Value @ 13 July 2011
Share Investor Portfolio 2: Value @ 12 July 2011
Share Investor Portfolio 2: Value @ 11 July 2011
Share Investor Portfolio 2: Value @ 8 July 2011
Share Investor Portfolio 2: Value @ 7 July 2011

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c Share Investor 2011



2011 Election: A Choice between success and failure

In the last 5 days before the election voters must pause to look at the choices they have.


A vote for Labour and its fellow left travelers NZ First, the Green Party, and Hone Harawira will be a return to the nastiness, divisiveness and heavy hand of the nanny state that got the country into the mess this country is still trying to recover from.

Now that we are in tough global economic times Labour's economic prescription (if its leader and finance minister can remember what it is) of high taxes, increased borrowing and bigger government means within a possible 3 year term under their leadership we will see us needing a rescue from the IMF.

You simply cannot borrow and tax your way into prosperity, it is a recipe for economic disaster and voters should remember that is why we are in the position we are now after 9 years of economic mismanagement by Labour between 1999 and 2008.

The nats could do better to live within a budget with more cuts to Govt spending but that would cause social unrest and that is the last thing we need right now. We need good economic management in these tough times and they have proven themselves over the last 3 years of economic conditions not seen since the Great Depression.

You have a choice this Saturday. Vote Labour and face a forced sale of state assets (under National it will be done on our terms) and economic direction from the IMF or vote the nats and get moderate experienced economic management that has been proven to work over the last 3 years.

You decide.

Every Bastard Says No: The 42 Below Story

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

Fishpond


C c c Darren Rickard 2011



Thursday, November 17, 2011

Share Investor Portfolio: Value @ 11 November 2011

The Share Investor Portfolio was up over the last week. In the second week of November the portfolio was moderately up, by 1.05% or $2348.57 on the November 4 update .

The biggest contributor to the rise was MFT which rose 63c on news of a good first half 2012 profit result. The rest of the portfolio was relatively flat.

For the first 44 weeks of 2011 the portfolio has increased by 9.22% or $23010.86.

The above mentioned MFT profit added $600.00 to the dividend pool while the 2012 first half year profit for KIP added $35.00. ASBPB added $68.00.

The total of unspent dividends and interest in the bank as at 17 Nov 2011 from the 2010 - 2011 earnings years is $32,073.31 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 14.78% or $39149.32 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 11 November, 2011 (NZDT)

Stock
Quantity
Cost price
Total cost
Market price
Market value
Change
%
AIA

2,000 $1.700 $3,400.00 $2.340 $4,680.00 $1,280.00 37.65%
AIA

2,000 $1.510 $3,020.00 $2.340 $4,680.00 $1,660.00 54.97%
AIA

674 $0.000 $0.00 $2.340 $1,577.16 $1,577.16
AIA

638 $2.150 $1,371.70 $2.340 $1,492.92 $121.22 8.84%
ASBPB

3,109 $0.000 $0.00 $0.690 $2,145.21 $2,145.21
ASBPB

6,891 $1.000 $6,891.00 $0.690 $4,754.79 $2,136.21 31.00%
BGR

725 $0.000 $0.00 $1.400 $1,015.00 $1,015.00
BGR

2,275 $0.990 $2,252.25 $1.400 $3,185.00 $932.75 41.41%
FBU

303 $0.000 $0.00 $6.260 $1,896.78 $1,896.78
FBU

811 $9.750 $7,907.25 $6.260 $5,076.86 $2,830.39 35.79%
FPH

3,000 $2.350 $7,050.00 $2.360 $7,080.00 $30.00 0.43%
FPH

1,365 $3.720 $5,077.80 $2.360 $3,221.40 $1,856.40 36.56%
FPH

635 $0.000 $0.00 $2.360 $1,498.60 $1,498.60
FRE

6,405 $3.630 $23,250.15 $3.320 $21,264.60 $1,985.55 8.54%
FRE

2,226 $0.000 $0.00 $3.320 $7,390.32 $7,390.32
GFF

607 $0.000 $0.00 $0.680 $412.76 $412.76
GFF

1,393 $2.330 $3,245.69 $0.680 $947.24 $2,298.45 70.82%
HLG

366 $0.000 $0.00 $3.860 $1,412.76 $1,412.76
HLG

634 $2.530 $1,604.02 $3.860 $2,447.24 $843.22 52.57%
KIP

763 $1.480 $1,129.24 $1.095 $835.49 $293.76 26.01%
KIP

237 $0.000 $0.00 $1.095 $259.52 $259.52
MFT

1,000 $7.960 $7,960.00 $10.530 $10,530.00 $2,570.00 32.29%
MFT

1,838 $8.000 $14,704.00 $10.530 $19,354.14 $4,650.14 31.63%
MFT

929 $0.000 $0.00 $10.530 $9,782.37 $9,782.37
MFT

1,233 $4.200 $5,178.60 $10.530 $12,983.49 $7,804.89 150.71%
MHI

1,646 $0.860 $1,415.56 $0.880 $1,448.48 $32.92 2.33%
MHI

7,000 $0.630 $4,410.00 $0.880 $6,160.00 $1,750.00 39.68%
MHI

209 $1.050 $219.45 $0.880 $183.92 $35.53 16.19%
MHI

1,145 $0.000 $0.00 $0.880 $1,007.60 $1,007.60
PPG

1,004 $0.800 $803.20 $0.240 $240.96 $562.24 70.00%
PPG

1,443 $0.440 $634.92 $0.240 $346.32 $288.60 45.45%
PPG

88 $0.000 $0.00 $0.240 $21.12 $21.12
PPL

1,000 $3.090 $3,090.00 $0.650 $650.00 $2,440.00 78.96%
PPL

1,000 $2.870 $2,870.00 $0.650 $650.00 $2,220.00 77.35%
PPL

939 $4.200 $3,943.80 $0.650 $610.35 $3,333.45 84.52%
PPL

975 $0.000 $0.00 $0.650 $633.75 $633.75
PPL

1,086 $1.530 $1,661.58 $0.650 $705.90 $955.68 57.52%
RYM

555 $0.000 $0.00 $2.610 $1,448.55 $1,448.55
RYM

4,445 $1.970 $8,756.65 $2.610 $11,601.45 $2,844.80 32.49%
SKC

5,750 $7.430 $42,722.50 $3.470 $19,952.50 $22,770.00 53.30%
SKC

2,750 $7.700 $21,175.00 $3.470 $9,542.50 $11,632.50 54.94%
SKC

1,431 $8.750 $12,521.25 $3.470 $4,965.57 $7,555.68 60.34%
SKC

781 $7.600 $5,935.60 $3.470 $2,710.07 $3,225.53 54.34%
SKC

26,203 $0.000 $0.00 $3.470 $90,924.41 $90,924.41
STU

99 $0.000 $0.00 $2.250 $222.75 $222.75
STU

301 $4.740 $1,426.74 $2.250 $677.25 $749.49 52.53%
WHS

6,979 $6.000 $41,874.00 $3.250 $22,681.75 $19,192.25 45.83%
WHS

3,761 $0.000 $0.00 $3.250 $12,223.25 $12,223.25
WHS

4,260 $3.730 $15,889.80 $3.250 $13,845.00 $2,044.80 12.87%

26.57%


Total cost Market value Change

$263,391.75 $333,377.09 $69,985.34

Share Investor Portfolio @ Share Investor

Share Investor Portfolio: Value @ 4 November 2011
Share Investor Portfolio: Value @ 28 October 2011
Share Investor Portfolio: Value @ 21 October 2011
Share Investor Portfolio: Value @ 14 October 2011
Share Investor Portfolio: Value @ 7 October 2011
Share Investor Portfolio: Value @ 30 September 2011
Share Investor Portfolio: Value @ 23 September 2011
Share Investor Portfolio: Value @ 16 September 2011
Share Investor Portfolio: Value @ 9 September 2011
Share Investor Portfolio: Value @ 2 September 2011
Share Investor Portfolio: Value @ 26 August 2011
Share Investor Portfolio: Value @ 19 August 2011
Share Investor Portfolio: Value @ 12 August 2011
Share Investor Portfolio: Value @ 5 August 2011
Share Investor Portfolio: Value @ 29 July 2011
Share Investor Portfolio: Value @ 22 July 2011
Share Investor Portfolio: Value @ 15 July 2011
Share Investor Portfolio: Value @ 8 July 2011
Share Investor Portfolio: Value @ 1 July 2011
Share Investor Portfolio: Value @ 25 June 2011
Share Investor Portfolio: Value @ 17 June 2011
Share Investor Portfolio: Value @ 10 June 2011
Share Investor Portfolio: Value @ 3 June 2011
Share Investor Portfolio: Value @ 27 May 2011
Share Investor Portfolio: Value @ 20 May 2011
Share Investor Portfolio: Value @ 13 May 2011
Share Investor Portfolio: Value @ 6 May 2011
Share Investor Portfolio: Value @ 29 April 2011
Share Investor Portfolio: Value @ 22 April 2011
Share Investor Portfolio: Value @ 15 April 2011
Share Investor Portfolio: Value @ 8 April 2011
Share Investor Portfolio: Value @ 1 April 2011
Share Investor Portfolio: Value @ 14 March 2011
Share Investor Portfolio: Value @ 8 March 2011
Share Investor Portfolio: Value @ 28 February 2011
Share Investor Portfolio: Value @ 21 February 2011
Share Investor Portfolio: Value @ 14 February 2011
Share Investor Portfolio: Value @ 7 February 2011
Share Investor Portfolio: Value @ 31 January 2011
Share Investor Portfolio: Value @ 24 January 2011
Share Investor Portfolio: Value @ 17 January 2011
Share Investor Portfolio: Value @ 10 January 2011
Share Investor Portfolio: Value @ 3 January 2011
Share Investor Portfolio: Value @ 27 December 2010
Share Investor Portfolio: Value @ 20 December 2010
Share Investor Portfolio: Value @ 13 December 2010
Share Investor Portfolio: Value @ 6 December 2010
Share Investor Portfolio: Value @ 29 November 2010
Share Investor Portfolio: Value @ 22 November 2010
Share Investor Portfolio: Value @ 15 November 2010
Share Investor Portfolio: Value @ 8 November 2010
Share Investor Portfolio: Value @ 1 November 2010
Share Investor Portfolio: Value @ 25 October 2010
Share Investor Portfolio: Value @ 18 October 2010
Share Investor Portfolio: Value @ 11 October 2010
Share Investor Dividends


Share Investor Portfolio 2 @ Share Investor

Share Investor Portfolio 2: Value @ 11 November 2011
Share Investor Portfolio 2: Value @ 4 November 2011
Share Investor Portfolio 2: Value @ 28 October 2011
Share Investor Portfolio 2: Value @ 21 October 2011
Share Investor Portfolio 2: Value @ 14 October 2011
Share Investor Portfolio 2: Value @ 7 October 2011
Share Investor Portfolio 2: Value @ 30 September 2011
Share Investor Portfolio 2: Value @ 23 September 2011
Share Investor Portfolio 2: Value @ 16 September 2011
Share Investor Portfolio 2: Value @ 9 September 2011
Share Investor Portfolio 2: Value @ 2 September 2011
Share Investor Portfolio 2: Value @ 26 August 2011
Share Investor Portfolio 2: Value @ 19 August 2011
Share Investor Portfolio 2: Value @ 12 August 2011
Share Investor Portfolio 2: Value @ 5 August 2011
Share Investor Portfolio 2: Value @ 29 July 2011
Share Investor Portfolio 2: Value @ 15 July 2011
Share Investor Portfolio 2: Value @ 14 July 2011
Share Investor Portfolio 2: Value @ 13 July 2011
Share Investor Portfolio 2: Value @ 12 July 2011
Share Investor Portfolio 2: Value @ 11 July 2011
Share Investor Portfolio 2: Value @ 8 July 2011
Share Investor Portfolio 2: Value @ 7 July 2011


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Share Investor's 2011 Stock Picks: Looking Back
Share Investor's 2011 Stock Picks
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Share Investor's 2008 Stock Picks

Brokers 2011 Stock Picks


Related Amazon Reading


The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition)
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
Security Analysis: The Classic 1934 Edition by GRAHAM
Buy new: $37.80 / Used from: $29.48
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Buy these two Books @ Fishpond.co.nz






c Share Investor 2011