It is about time we took another look at the Share Investor Portfolio. All this market hurly burly surely must have made a significant difference right? Last time we took a look on November 24 (or see portfolio below the current one).
When we compare it with the latest update from Thursday 5th Feb market close we can see that the portfolio is actually mostly marking time, if not slightly up.
The biggest gainer in the portfolio Sky City Entertainment, [SKC.NZ] is up and the biggest loser, Pumpkin Patch Ltd, [PPL.NZ] is even stevens.
I don't look at the Share Investor Portfolio all the time-apart from being depressing you all know that I am a long-term stockholder-but after a 2 month comparison things really don't seem that bad at all.
Share Investor Portfolio @ 5 February 2009
| ASB Capital No.2 | 0.8 | 0 | (0.00%) |
| Auckland International | 1.9 | 0.02 | (1.06%) |
| Briscoe Group Ltd | 0.8 | 0.03 | (3.90%) |
| Fisher & Paykel Health | 3.29 | -0.05 | (-1.50%) |
| Fletcher Building | 5.52 | -0.01 | (-0.18%) |
| Freightways Ltd | 2.95 | -0.05 | (-1.67%) |
| Goodman Fielder Ltd | 1.76 | -0.01 | (-0.56%) |
| Hallenstein Glasson | 2.16 | -0.04 | (-1.82%) |
| Kiwi Income Prop | 1.03 | 0 | (0.00%) |
| Mainfreight Ltd | 4 | 0.1 | (2.56%) |
| Michael Hill Inte | 0.53 | 0.02 | (3.92%) |
| Postie Plus Group | 0.3 | 0.01 | (3.45%) |
| Pumpkin Patch Ltd | 0.93 | 0.01 | (1.09%) |
| Ryman Healthcare | 1.37 | 0 | (0.00%) |
| Sky City Entertainment | 3.08 | -0.01 | (-0.32%) |
| Steel & Tube Holdings | 3.06 | -0.04 | (-1.29%) |
| The Warehouse Group | 3.6 | -0.1 | (-2.70%) |
Share Investor Portfolio @ 24 November 2008
| ASB Capital No.2 | 0.85 | -0.007 | (-0.82%) |
| Auckland International | 1.66 | 0.05 | (3.11%) |
| Briscoe Group Ltd | 0.75 | 0 | (0.00%) |
| Fisher & Paykel Healthcare | 3.01 | -0.04 | (-1.31%) |
| Fletcher Building | 5.55 | 0.13 | (2.40%) |
| Freightways Ltd | 2.9 | -0.03 | (-1.02%) |
| Goodman Fielder Ltd | 1.8 | 0 | (0.00%) |
| Hallenstein Glasson | 2.28 | 0 | (0.00%) |
| Kiwi Income Property | 1.04 | 0 | (0.00%) |
| Mainfreight Ltd | 4.25 | 0.04 | (0.95%) |
| Michael Hill International | 0.57 | 0.02 | (3.64%) |
| Postie Plus Group | 0.3 | 0 | (0.00%) |
| Pumpkin Patch Ltd | 0.93 | 0.13 | (16.25%) |
| Ryman Healthcare | 1.45 | 0.05 | (3.57%) |
| Sky City Entertainment | 2.98 | 0.01 | (0.34%) |
| Steel & Tube Holdings | 2.7 | 0 | (0.00%) |
| The Warehouse Group | 3.6 | 0.03 | (0.84%) |
Go here to see updated prices and refresh your browser to get the latest market price*
* 20 Mins delayed
**The two comparisons above are snapshots of performance for the Share Investor Portfolio on the given dates and have no relevance to its overall performance over the long-term.
You can follow the Share Investor Portfolio now by scrolling down the left hand side of any page of the blog and go to the "Share Investor's Portfolio" module. Each stock in my portfolio is listed there with a 20 min delayed feed of prices from Yahoo Finance and associated charts, news and NZX releases for the day.
See how badly or well it is doing.
You can also follow the daily market value of two individual shareholdings of mine, Sky City Entertainment and Pumpkin Patch, the best and worst performers in my portfolio respectively, just below the Share Investor's Portfolio module on the left-hand column of the blog. These update the dollar values of each stock and return they have given me thus far.
Related Share Investor reading
Why did you buy that stock?
Why did you buy that stock? [Fletcher Building Ltd]
Why did you buy that stock? [Freightways Ltd]
Why did you buy that stock? [Kiwi Income Property Trust]
Why did you buy that stock? [Hallenstein Glasson]
Why did you buy that stock? [Briscoe Group]
Why did you buy that stock? [Fisher & Paykel Healthcare]
Why did you buy that stock? [Pumpkin Patch Ltd]
Why did you buy that stock? [Ryman Healthcare]
Why did you buy that stock? [Michael Hill International]
Why did you buy that stock? [Mainfreight]
Why did you buy that stock? [The Warehouse]
Why did you buy that stock? [Goodman Fielder]
Why did you buy that stock? [Auckland Airport]
Why did you buy that stock? [Sky City Entertainment]
Shareinvestorforum.com- Discuss this Share Investor Post
Long vs Short series
Fisher & Paykel Healthcare
Mainfreight Ltd
The Warehouse Group
Sky City Entertainment
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c Share Investor 2008, 2009
Have you recently added to your holdings? In your post about FBU, you mentioned your entry price was about $9.75, but in this chart, your average entry price is $5.53 (losing 1c means your return is -0.18%). Am I reading the charts correctly? If so, awesome buying.
ReplyDeleteI have misled you, sorry.
ReplyDeleteMy entry price WAS NZ$9.75 and after dividends and tax credits the shares have cost about $8.50.
On that price then I have lost 35% on my initial purchase.
Those two comparisons that I made where snapshots of the portfolio on those two dates and how they performed on the day.
They have little relevance to the portfolios current worth-which is down around 10% after tax credits and dividends are taken into account.
To have a look at actual losses and gains here are two from the portfolio:
ReplyDeletePumpkin Patch
Sky City Entertainment