A Good Seasonal Run !
Portfolio / Investing Jan 04, 2006 - 08:00 PM GMTBy: Nadeem_Walayat
The expected seasonal rally boosted the model stock portfolio by 9% in just over 2 months, this is much better than expected !. The strongest performance was amongst the commodities stocks namely TATE and BLT, with UU contributing a strong 9%. The weakest performer was the small speculative stock holding in Enodis.Overall the portfolio is up some £1804 - AFTER charges, and we have yet to receive any dividend income !
So where to next ?The analysis on the FTSE posted recently suggests the bull market is set to continue, so there is no reason to make any changes to the portfolio at this time. Nor can I see any reason to commit the remaining £2,454 of cash to the portfolio.
| 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 | £6.74 | £0 | £3,370 | £3,370 | £283 | 9.2% |
| British Telecom | BT.A | 28/10/2005 | £2.07 | 1000 | £2,092 | £2.19 | £0 | £2,190 | £2,190 | £98 | 4.7% |
| Lloyds TSB | LLOY | 28/10/2005 | £4.49 | 500 | £2,268 | £4.93 | £0 | £2,465 | £2,465 | £197 | 8.7% |
| Tate & Lyle | TATE | 28/10/2005 | £4.53 | 500 | £2,288 | £5.79 | £0 | £2,895 | £2,895 | £607 | 26.5% |
| British American Tobacco | BATS | 28/10/2005 | £12.05 | 200 | £2,434 | £12.90 | £0 | £2,580 | £2,580 | £146 | 6.0% |
| BP | BP | 28/10/2005 | £6.18 | 300 | £1,875 | £6.34 | £0 | £1,902 | £1,902 | £27 | 1.4% |
| BHP Billiton | BLT | 28/10/2005 | £8.15 | 300 | £2,469 | £9.72 | £0 | £2,916 | £2,916 | £447 | 18.1% |
| Enodis | ENO | 28/10/2005 | £1.27 | 800 | £1,033 | £1.29 | £0 | £1,032 | £1,032 | -£1 | -0.1% |
| Cash | £2,454 | ||||||||||
| Totals | Original capital (28/10/05) | £20,000 | £21,804 | £1,804 | 9.0% | ||||||
| Portfolio Transactions this period (since last update) | ||||||||
| Date | Type | Stock | Qty | Price | Charges | Amnt £ | ||
| NONE | ||||||||
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