Sunday, 29 September 2013

Portfolio management 29th Sept 2013

Was just about to post Buy MTU when I discovered it goes exdiv on Monday!
Would have got the divi drop but not the divi!
As they say, "If plan A doesn't work, the alphabet has 25 more letters"
So... P Taker Buy ANZ no sells
P Hybrid no buys or sells
P Runner Sell GOLD Buy ANZ
ANZ goes exdiv early November, fully franked, last Nov paid 0.79

Saturday, 28 September 2013

Sunday, 22 September 2013

Portfolio management 22nd Sept 2013

P Taker Sell CSL
P Taker & P Hybrid Buy EWC
All Monday at the open

Open positions Sun 22nd Sept 2013

P Taker
P Hybrid
P Runner

GOLD sold at 137.24
HGG bought at 3.13
The Dividend on GEM looks small, but it's paid quarterly not every 6 months like most Aussie shares.

Sunday, 15 September 2013

15th Sept 2013 Buys/Sells for next week

P Taker & P Hybrid Sell GOLD
P Taker & P Hybrid Buy HGG
All Monday at the open
HGG = ASX 100 - Financials. Diversified Financials. .Capital Markets. Asset Management & Custody Banks

Saturday, 14 September 2013

Sunday, 8 September 2013

Portfolio Management 8th Sept 2013

P Taker Sell IFM & TLS 
All 3 portfolios Pyramid Buy into GEM a half position ($2.5k)
Buy WPL for P Taker & P Hybrid
All Mon at the open

Saturday, 7 September 2013

Open Positions Sat 7th Sept 2013

The Taker
The Hybrid
The Runner

Recent ExDivs/Earnings/dividends payable have been added for the first time to the cash & this will clearly make a significant difference to the portfolios in the future.
(I should have been doing it for the last 4 years!)
MFG and TME were sold Mon at the open at 10.52 & 3.78 respectively.
CSL & SEK go exdiv next week.

Monday, 2 September 2013

Index Median Returns

You may have noticed that I'm moving into the Big Caps with my latest purchases.
That's because I've been doing a bit of research into the long term performance of the ASX Indices and discovered that over the last 15 years the ASX 20 has outperformed the ASX 50
 which has outperformed the ASX 100
 which has outperformed the ASX 300
which has outperformed the All Ords

Some further research shows the median gain for the past year and the same Indices is;
All Ords 6%
ASX 300 7%
 ASX 200 13%
 ASX 100 16%
  ASX 50 17%
  ASX 20 21%
I rest my case!

Sunday, 1 September 2013

Portfolio Management Sun 1st September 2013

P Taker; Hold all
P Hybrid; Sell MFG
P Runner; Sell TME
All portfolios Buy CSL Monday at the open.