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!

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.

Portfolio comparison with the All Ordinaries Index

This blog has now been going for nearly 4 years, in that time the All Ordinaries Index has increased from 4859.61 to 5125.29 a gain of only 5.46%

P Taker gain = 7.75%

P Hybrid gain = 17.05%

P Runner gain = 26.16%

Brokerage has been deducted from the portfolios but dividends have not been added so actual performance would have been about 3% pa better. Over the 4 years the gains with dividends would have been more like 

P Taker = 20%

P Hybrid = 30%

P Runner = 40%

In future, any new Dividends will be added to the portfolio totals.

Open Positions Sat 31st Aug 2013

The Taker

The Hybrid

The Runner

Portfolio Management Sun 25th Aug 2013

P Taker: Sell FPH & TME, Buy GOLD

P Hybrid: Sell TME, Buy GOLD

P Runner: Hold all, Buy GOLD 

Open Positions Sat 24th Aug 2013

Taker

Hybrid

Runner

Portfolio Management Sun 18th Aug 2013

Market switch is OFF

Sell RHC in Hybrid & Runner Mon at the open

No new buys for next week

 RHC was due to pay a divi in early Sept, may look to re-enter this one soon.

A good week..

 All Ords up 1.16%

  P Taker up 1.44%

 P Hybrid up 1.64%

P Runner up 2.15%

Open Positions Sat 17th Aug 2013

P Taker

P Hybrid

P Runner

ASX Heat Map

Here's a very useful site http://www.digitallook.com/ 

I've always wanted to see a heat map of the Australian Market but had not found one until now.

To see the ASX 100, ASX 200 or All Ords Heat map go to:

Research

Visual Tools

Market Maps

Heat Map

Then select the settings you want.

Here's a screen shot of the ASX 100 Heat Map today..

Lots of other useful tools on this website.

Sunday 11th August 2013

Open Positions

P Taker

P Hybrid

P Runner

Portfolio management

Market Switch is still ON

No sells for any of the portfolios (although SEK has come very close!)

Only P Taker has sufficient cash for another full position

So Buy IFM P Taker only Monday at the open.

IFM = Information Technology - Application software & may pay a dividend around the end of the month.

BHP

Buy BHP Mon at the open

Announcement due 20th Aug re dividend, usual ex date is early Sept

3rd August 2013 end of week summary

Open positions

P Taker

P Hybrid

P Runner

No Sells for next week, Buy or Buys to be posted later.