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Market Oracle FREE Newsletter

Nadeem Walayat Financial Markets Analysiis and Trend Forecasts

Taking profits !

Portfolio / Investing Apr 30, 2006 - 10:00 PM GMT

By: Nadeem_Walayat

Portfolio

The portfolio has continued to perform well beyond expectations, with the stocks running well ahead during the most favorable seasonal period of the 12 month stock market cycle, resulting in a 15% gain to date ! Dividend income is also coming on stream with the portfolio receiving some £200 in income, with further large dividends expected in the coming months from the likes of Lloyds TSB and United Utilities.

Time to Take Some ProfitsIn advance of the expected downturn some of the stronger performing stocks are being liquidated so as to lock in some profits, as of last Fridays closing prices as below. The remaining positions will be held throughout the market downturn for the long-term.


30-Apr Market Oracles Stock Portfolio
Stock Ticker Date buy Price paid Quantity Total Book Cost Cur Price Dividends Cur Value Val+Divs Gain/Loss % Gain/Loss
United Utilities UU 28/10/2005 £6.12 500 £3,087 £6.71 £71 £3,355 £3,426 £339 11.0%
British Telecom BT.A 28/10/2005 £2.07 1000 £2,092 £2.19 £43 £2,190 £2,233 £141 6.7%
Lloyds TSB LLOY 28/10/2005 £4.49 500 £2,268 £5.33 £0 £2,665 £2,665 £397 17.5%
Tate & Lyle TATE 28/10/2005 £4.53 500 £2,288 £5.55 £30 £2,775 £2,805 £517 22.6%
Enodis ENO 28/10/2005 £1.27 800 £1,033 £1.50 £10 £1,200 £1,210 £177 17.2%
Cash £10,670
Totals Original capital (28/10/05) £20,000 £23,009 £3,009 15.0%
Charges deducted to date (£12 to buy / sell & 0.5% stamp duty on purchases) -£219
Dividend income received to date £200
Portfolio Transactions this period (since last update)
Date Type Stock Qty Price Charges Amnt £
10/01/2006 Dividends Tate & Lyle 500 £0.059 £0.00 £29.50
09/02/2006 Dividends UU 500 £0.143 £0.00 £71.45
13/02/2006 Dividends BT 1000 £0.043 £0.00 £43.00
20/02/2006 Dividends Enodis 800 £0.013 £0.00 £10.40
13/03/2006 Dividends BP 300 £0.053 £0.00 £15.86
22/03/2006 Dividends BHP Billinton 300 £0.100 £0.00 £30.00
28/04/2006 SELL British American Tobacco 200 £14.02 £12.00 £2,792
28/04/2006 SELL BP 300 £6.77 £12.00 £2,019
28/04/2006 SELL BHP Billington 300 £11.29 £12.00 £3,375

 

(c) MarketOracle.co.uk 2005-2006

This Model Portfolio is provided for general information purposes only and not a solicitation or recommendation to enter into any market position, and you are reminded to seek independent professional advice before entering into any investments or trading positions. The Market Oracle is a FREE Financial Markets Forecasting & Analysis online publication. We aim to cut through the noise cluttering traditional sources of market analysis and get to the key points of where the markets are at and where they are expected to move to next ! http://www.marketoracle.co.uk

This article maybe reproduced if reprinted in its entirety with links to http://www.marketoracle.co.uk

 


© 2005-2019 http://www.MarketOracle.co.uk - The Market Oracle is a FREE Daily Financial Markets Analysis & Forecasting online publication.


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