The
Share Investor Portfolio rose strongly in the first week of March. The portfolio was up 2.15% or $5830.68 on the
Feb 28 update . For the first 9 weeks of 2011 the portfolio has increased by 4.52% or $11584.61. This weeks rise was due, primarily, to a 19c rise in SKC, along with quake related rises of 18c per share for FBU and 6c for STU. This was offset by reasonable falls in PPL, 11c down on a poor
profit result and an overall weakness in all retail stocks.
There has also been
a profit result that has
added cash dividends to the portfolio and interest earned on dividends in the bank.
The total of unspent dividends and interest in the bank from the 2010 - 2011 earnings years is $20834.21 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 04 March, 2011 (NZDT)
| | 2,000 | $1.700 | $3,400.00 | $2.260 | $4,520.00 | $1,120.00 | 32.94% |
| | 2,000 | $1.510 | $3,020.00 | $2.260 | $4,520.00 | $1,500.00 | 49.67% |
| | 558 | $0.000 | $0.00 | $2.260 | $1,261.08 | $1,261.08 |
|
| | 754 | $2.150 | $1,621.10 | $2.260 | $1,704.04 | $82.94 | 5.12% |
| | 3,027 | $0.000 | $0.00 | $0.695 | $2,103.77 | $2,103.77 |
|
| | 6,973 | $1.000 | $6,973.00 | $0.695 | $4,846.24 | $2,126.77 | 30.50% |
| | 438 | $0.000 | $0.00 | $1.360 | $595.68 | $595.68 |
|
| | 2,562 | $0.990 | $2,536.38 | $1.360 | $3,484.32 | $947.94 | 37.37% |
| | 284 | $0.000 | $0.00 | $8.810 | $2,502.04 | $2,502.04 |
|
| | 830 | $9.750 | $8,092.50 | $8.810 | $7,312.30 | $780.20 | 9.64% |
| | 3,000 | $2.350 | $7,050.00 | $3.020 | $9,060.00 | $2,010.00 | 28.51% |
| | 541 | $0.000 | $0.00 | $3.020 | $1,633.82 | $1,633.82 |
|
| | 1,459 | $3.720 | $5,427.48 | $3.020 | $4,406.18 | $1,021.30 | 18.82% |
| | 2,054 | $0.000 | $0.00 | $3.220 | $6,613.88 | $6,613.88 |
|
| | 6,577 | $3.630 | $23,874.51 | $3.220 | $21,177.94 | $2,696.57 | 11.29% |
| | 586 | $0.000 | $0.00 | $1.630 | $955.18 | $955.18 |
|
| | 1,414 | $2.330 | $3,294.62 | $1.630 | $2,304.82 | $989.80 | 30.04% |
| | 244 | $0.000 | $0.00 | $3.580 | $873.52 | $873.52 |
|
| | 756 | $2.530 | $1,912.68 | $3.580 | $2,706.48 | $793.80 | 41.50% |
| | 190 | $0.000 | $0.00 | $1.000 | $190.00 | $190.00 |
|
| | 810 | $1.480 | $1,198.80 | $1.000 | $810.00 | $388.80 | 32.43% |
| | 1,000 | $7.960 | $7,960.00 | $8.120 | $8,120.00 | $160.00 | 2.01% |
| | 1,838 | $8.000 | $14,704.00 | $8.120 | $14,924.56 | $220.56 | 1.50% |
| | 657 | $0.000 | $0.00 | $8.120 | $5,334.84 | $5,334.84 |
|
| | 1,505 | $4.200 | $6,321.00 | $8.120 | $12,220.60 | $5,899.60 | 93.33% |
| | 1,646 | $0.860 | $1,415.56 | $0.880 | $1,448.48 | $32.92 | 2.33% |
| | 7,000 | $0.630 | $4,410.00 | $0.880 | $6,160.00 | $1,750.00 | 39.68% |
| | 494 | $1.050 | $518.70 | $0.880 | $434.72 | $83.98 | 16.19% |
| | 860 | $0.000 | $0.00 | $0.880 | $756.80 | $756.80 |
|
| | 31 | $0.000 | $0.00 | $0.270 | $8.37 | $8.37 |
|
| | 1,500 | $0.440 | $660.00 | $0.270 | $405.00 | $255.00 | 38.64% |
| | 1,004 | $0.800 | $803.20 | $0.270 | $271.08 | $532.12 | 66.25% |
| | 1,000 | $3.090 | $3,090.00 | $1.280 | $1,280.00 | $1,810.00 | 58.58% |
| | 1,000 | $2.870 | $2,870.00 | $1.280 | $1,280.00 | $1,590.00 | 55.40% |
| | 939 | $4.200 | $3,943.80 | $1.280 | $1,201.92 | $2,741.88 | 69.52% |
| | 975 | $0.000 | $0.00 | $1.280 | $1,248.00 | $1,248.00 |
|
| | 1,086 | $1.530 | $1,661.58 | $1.280 | $1,390.08 | $271.50 | 16.34% |
| | 459 | $0.000 | $0.00 | $2.370 | $1,087.83 | $1,087.83 |
|
| | 4,586 | $1.970 | $9,034.42 | $2.370 | $10,868.82 | $1,834.40 | 20.30% |
| | 5,750 | $7.430 | $42,722.50 | $3.450 | $19,837.50 | $22,885.00 | 53.57% |
| | 1,000 | $7.600 | $7,600.00 | $3.450 | $3,450.00 | $4,150.00 | 54.61% |
| | 2,750 | $7.700 | $21,175.00 | $3.450 | $9,487.50 | $11,687.50 | 55.19% |
| | 1,431 | $8.750 | $12,521.25 | $3.450 | $4,936.95 | $7,584.30 | 60.57% |
| | 272 | $4.720 | $1,283.84 | $3.450 | $938.40 | $345.44 | 26.91% |
| | 25,712 | $0.000 | $0.00 | $3.450 | $88,706.40 | $88,706.40 |
|
| | 78 | $0.000 | $0.00 | $2.650 | $206.70 | $206.70 |
|
| | 303 | $4.740 | $1,436.22 | $2.650 | $802.95 | $633.27 | 44.09% |
| | 4,500 | $3.730 | $16,785.00 | $3.400 | $15,300.00 | $1,485.00 | 8.85% |
| | 6,979 | $6.000 | $41,874.00 | $3.400 | $23,728.60 | $18,145.40 | 43.33% |
| | 2,880 | $0.000 | $0.00 | $3.400 | $9,792.00 | $9,792.00 |
|
| | 641 | $3.710 | $2,378.11 | $3.400 | $2,179.40 | $198.71 | 8.36% |
|
21.14%
| $273,569.25 | $331,388.78 | $57,819.53 |
Share Investor Portfolio @ Share Investor
Share Investor Portfolio: Value @ 28 February 2011Share Investor Portfolio: Value @ 21 February 2011Share Investor Portfolio: Value @ 14 February 2011Share Investor Portfolio: Value @ 7 February 2011Share Investor Portfolio: Value @ 31 January 2011Share Investor Portfolio: Value @ 24 January 2011Share Investor Portfolio: Value @ 17 January 2011Share Investor Portfolio: Value @ 10 January 2011Share Investor Portfolio: Value @ 3 January 2011Share Investor Portfolio: Value @ 27 December 2010Share Investor Portfolio: Value @ 20 December 2010Share Investor Portfolio: Value @ 13 December 2010Share Investor Portfolio: Value @ 6 December 2010Share Investor Portfolio: Value @ 29 November 2010Share Investor Portfolio: Value @ 22 November 2010Share Investor Portfolio: Value @ 15 November 2010Share Investor Portfolio: Value @ 8 November 2010Share Investor Portfolio: Value @ 1 November 2010Share Investor Portfolio: Value @ 25 October 2010Share Investor Portfolio: Value @ 18 October 2010Share Investor Portfolio: Value @ 11 October 2010Share Investor DividendsShare Investor's Annual Stock PicksShare Investor's 2011 Stock PicksShare Investor's 2010 Stock PicksShare Investor's 2009 Stock PicksShare Investor's 2008 stock picksBrokers 2011 Stock Picks
Related Amazon Reading
The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel (Revised Edition) by
Benjamin GrahamBuy new: $14.95 / Used from: $9.73
Usually ships in 24 hours
Security Analysis: The Classic 1934 Edition by
GRAHAMBuy new: $37.80 / Used from: $29.48
Usually ships in 24 hoursBuy these two Books @ Fishpond.co.nz
c Share Investor 2011
No comments:
Post a Comment
Comment on Share Investor Stuff