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Portfolio update - The Safe Blue Chips come back in Vogue

Portfolio / Investing Sep 12, 2006 - 11:15 AM GMT

By: Nadeem_Walayat

Portfolio

The portfolio surprises to the upside by making exceptional gains since June 06!

As 'safe' blue chip stocks come back into vague the marketoracle portfolio benefits from this shift in market sentiment, posting an overall gain of 10% since June alone ! Additionally the portfolio earns £294.40 in income.

Given the surge in prices, I cannot at this point see any thing appealing for the long-run, though the online gambling stocks as a speculative interest would make a good addition at the the right price.


11-Sep Market Oracles Stock Portfolio
Stock Ticker Date buy Price paid Quantity Total Book Cost Cur Price Cur Value Gain/Loss % Gain/Loss
United Utilities UU 28/10/2005 £6.12 500 £3,087 £6.88 £3,440 £353 11.4%
British Telecom BT.A 28/10/2005 £2.07 1000 £2,092 £2.58 £2,580 £488 23.3%
Lloyds TSB LLOY 28/10/2005 £4.49 500 £2,268 £5.28 £2,640 £372 16.4%
Tate & Lyle TATE 28/10/2005 £4.53 500 £2,288 £7.23 £3,615 £1,327 58.0%
British American Tobacco BATS 23/06/2006 £13.58 200 £2,742 £14.98 £2,996 £254 9.3%
Centrica C N A 23/06/2006 £2.74 900 £2,490 £3.20 £2,880 £390 15.7%
HBOS HBOS 23/06/2006 £9.31 250 £2,351 £10.14 £2,535 £184 7.8%
Cash £5,540
Totals Original capital (28/10/05) £20,000 £26,226 £6,226 31.1%
FTSE 100 12/09/2006 £5,850
% Change 6 months 1 year 2 year 3 years
Portfolio change 14.0% 31.1%
FTSE 100 -1.0% 9.2%
Difference 15.0% 21.9% 0% 0%
(closest portfolio update to the period)
Charges deducted todate (£12 to buy / sell & 0.5% stamp duty on purchases) -£330
Dividend income received to date £701

 

Portfolio Transactions this period (since last update)
Date Type Stock Qty Price Charges Amnt £
Dividends UU 500 £0.296 £0.00 £147.90
Dividends BT.A 1000 £0.076 £0.00 £76.00
Dividends TATE 500 £0.141 £0.00 £70.50

 

By Nadeem Walayat

(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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