The
Share Investor Portfolio rose again in the second week of March. The portfolio was up 1.23% or $2827.26 on the
March 8 update . For the first 10 weeks of 2011 the portfolio has increased by 5.75% or $14411.87. This weeks rise was due, primarily, to MFT adding 76c on the back of
the purchase of European logistics operator Wim Bosman Group and the WHS
after
their profit result .
There have also been
2 profit results (
1 ,
2 )that has
added cash dividends to the portfolio The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $23339.21 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 11 March, 2011 (NZDT) 2,000 $1.700 $3,400.00 $2.210 $4,420.00 $1,020.00 30.00% 2,000 $1.510 $3,020.00 $2.210 $4,420.00 $1,400.00 46.36% 558 $0.000 $0.00 $2.210 $1,233.18 $1,233.18 754 $2.150 $1,621.10 $2.210 $1,666.34 $45.24 2.79% 3,027 $0.000 $0.00 $0.690 $2,088.63 $2,088.63 6,973 $1.000 $6,973.00 $0.690 $4,811.37 $2,161.63 31.00% 619 $0.000 $0.00 $1.400 $866.60 $866.60 2,381 $0.990 $2,357.19 $1.400 $3,333.40 $976.21 41.41% 284 $0.000 $0.00 $8.790 $2,496.36 $2,496.36 830 $9.750 $8,092.50 $8.790 $7,295.70 $796.80 9.85% 3,000 $2.350 $7,050.00 $2.980 $8,940.00 $1,890.00 26.81% 541 $0.000 $0.00 $2.980 $1,612.18 $1,612.18 1,459 $3.720 $5,427.48 $2.980 $4,347.82 $1,079.66 19.89% 2,054 $0.000 $0.00 $3.120 $6,408.48 $6,408.48 6,577 $3.630 $23,874.51 $3.120 $20,520.24 $3,354.27 14.05% 586 $0.000 $0.00 $1.570 $920.02 $920.02 1,414 $2.330 $3,294.62 $1.570 $2,219.98 $1,074.64 32.62% 244 $0.000 $0.00 $3.620 $883.28 $883.28 756 $2.530 $1,912.68 $3.620 $2,736.72 $824.04 43.08% 190 $0.000 $0.00 $0.995 $189.05 $189.05 810 $1.480 $1,198.80 $0.995 $805.95 $392.85 32.77% 1,000 $7.960 $7,960.00 $8.820 $8,820.00 $860.00 10.80% 1,838 $8.000 $14,704.00 $8.820 $16,211.16 $1,507.16 10.25% 657 $0.000 $0.00 $8.820 $5,794.74 $5,794.74 1,505 $4.200 $6,321.00 $8.820 $13,274.10 $6,953.10 110.00% 1,646 $0.860 $1,415.56 $0.870 $1,432.02 $16.46 1.16% 7,000 $0.630 $4,410.00 $0.870 $6,090.00 $1,680.00 38.10% 494 $1.050 $518.70 $0.870 $429.78 $88.92 17.14% 860 $0.000 $0.00 $0.870 $748.20 $748.20 31 $0.000 $0.00 $0.250 $7.75 $7.75 1,500 $0.440 $660.00 $0.250 $375.00 $285.00 43.18% 1,004 $0.800 $803.20 $0.250 $251.00 $552.20 68.75% 1,000 $3.090 $3,090.00 $1.270 $1,270.00 $1,820.00 58.90% 1,000 $2.870 $2,870.00 $1.270 $1,270.00 $1,600.00 55.75% 939 $4.200 $3,943.80 $1.270 $1,192.53 $2,751.27 69.76% 975 $0.000 $0.00 $1.270 $1,238.25 $1,238.25 1,086 $1.530 $1,661.58 $1.270 $1,379.22 $282.36 16.99% 459 $0.000 $0.00 $2.350 $1,078.65 $1,078.65 4,586 $1.970 $9,034.42 $2.350 $10,777.10 $1,742.68 19.29% 5,750 $7.430 $42,722.50 $3.390 $19,492.50 $23,230.00 54.37% 1,000 $7.600 $7,600.00 $3.390 $3,390.00 $4,210.00 55.39% 2,750 $7.700 $21,175.00 $3.390 $9,322.50 $11,852.50 55.97% 1,431 $8.750 $12,521.25 $3.390 $4,851.09 $7,670.16 61.26% 272 $4.720 $1,283.84 $3.390 $922.08 $361.76 28.18% 25,712 $0.000 $0.00 $3.390 $87,163.68 $87,163.68 78 $0.000 $0.00 $2.540 $198.12 $198.12 303 $4.740 $1,436.22 $2.540 $769.62 $666.60 46.41% 4,500 $3.730 $16,785.00 $3.450 $15,525.00 $1,260.00 7.51% 6,979 $6.000 $41,874.00 $3.450 $24,077.55 $17,796.45 42.50% 15 $3.710 $55.65 $3.450 $51.75 $3.90 7.01% 3,506 $0.000 $0.00 $3.450 $12,095.70 $12,095.70
22.37 %
$271,067.60 $331,714.39 $60,646.79
Share Investor Portfolio @ Share Investor 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's Annual Stock Picks Share Investor's 2011 Stock Picks Share Investor's 2010 Stock Picks Share Investor's 2009 Stock Picks Share Investor's 2008 stock picks Brokers 2011 Stock Picks Related Amazon ReadingThe 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
you need to produce a graph of the long term weekly market values (1 -2 years for example).
ReplyDeleteIt seems to me that the market value of your account has not gone anywhere in quite a while?
Obviously the chart would require 3 lines. The market value, the market value adjusted for dividends and the market value adjust for dividends and inflation.
I probably do but have given explanations on what I have done with the portfolio.
ReplyDeleteI don't have the talent and time to prepare the chart though.