Portfolio update - The Safe Blue Chips come back in Vogue
Portfolio / Investing Sep 12, 2006 - 11:15 AM GMTBy: Nadeem_Walayat
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
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