Hypothetical Ethical Share Portfolio 27 November 2013

Here is the updated hypothetical ethical share portfolio. I’m trying to make my reporting of this hypothetical ethical share portfolio as transparent as possible: suggestions are welcome. I’m thinking of adjusting the buy price to reflect dividends received.

So far so good I guess. I’m a bit sad I didn’t add Vocus to the portfolio before the price spiked. On the other hand, so far so good I guess. It’s early days. Just a reminder: in my mind this is a diversified portfolio with ten equal positions, so I’m only half invested at this point. Also, this portfolio is not the same as my real life portfolio. Note the recent addition of IMF. The All Ordinaries were at 5324.9 at close today.

Dividends Received Company Code Date Added  Buy Price Most Recent Close Percent Change ASX All Ords (XAO) Change Relative Return XAO at time of purchase

$0.051

Energy Action EAX

19/07/13

$2.88

$4.200

45.83%

7.37%

38.46%

4959.39

0

My Net Fone MNF

17/10/13

$1.40

$1.520

8.57%

0.81%

7.76%

5281.88

0

1300 Smiles ONT

24/10/13

$6.50

$6.590

1.38%

-0.91%

2.29%

5373.67

0

Fiducian Portfolio Services FPS

7/11/13

$1.18

$1.345

13.98%

-1.67%

15.65%

5415.43

0

IMF Australia IMF

25/11/13

$1.70

$1.725

1.47%

-0.40%

1.87%

5346.1

 

The Hypothetical Ethical Share Portfolio

Nothing on this website is advice, ever.  I hold positions in all of the companies mentioned above. 

 

 

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Comments

2 Responses to “Hypothetical Ethical Share Portfolio 27 November 2013”
  1. Paul Middleton says:

    Nice update from MNF today re acquisition of Pennytel, not much more than 1 x earnings, what a bargain.

    Smart managers and a company with bright prospects.

    Any thoughts?

    • Thanks for your contribution Paul. They bought Pennytel off the liquidators, and for a good price, so it looks like a conservative acquisition.

      The best part of the announcement in my opinion is that they are seeing growth in the enterprise services business. This is good because from memory that is higher margin than the wholesale business, which provided most of the growth in FY 2013.

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