Ethical Equities Performance Financial Year 2015

Well, in the spirit of accountability, here is my private portfolio performance for financial year 2015. Performance has suffered due to a failure┬áto not selling overvalued equities when the market offered a good price, but — more significantly — by the poor performance of a handful of investments, which, in retrospect, I paid too high […]

The Hypothetical Ethical Share Portfolio Final Update – 10/10/2014

Average Return: 33.81%, Average Return Relative to Market: 36.38%, Average Return including Dividends: 37.12%

Hypothetical Ethical Share Portfolio 12/9/2014

Average Return: 41.09%, Average Return Relative to Market: 37.14%, Average Return including Dividends: 43.88%

Hypothetical Ethical Share Portfolio 30/7/2014

On average the picks are up 30% including dividends, and beating the market by 22%.

Hypothetical Ethical Share Portfolio Update, 10 June 2014

The hypothetical ethical investor is laughing…

Hypothetical Ethical Portfolio Update 21 March 2014

Average Return excluding dividends is 19%, Average relative return excluding dividends is 18.5%

Vocus Communications Added to Hypothetical Ethical Share Portfolio (ASX: VOC)

Vocus is added to the Hypothetical Ethical Share Portfolio at $3.50.

Hypothetical Ethical Share Portfolio Monday 17th of February

Average Return excluding Dividends: 20.16%
Average Outperformance excluding dividends: 17.79%
Total Dividends received: 5 cents

Hypothetical Ethical Share Portfolio February 2014

The ASX All Ordinaries closed at 5,184.506 on Friday the 7th of February, 2014. Bentham IMF Limited has at times traded at a bit less than the purchase price, possibly because the company semi-lost its case against ANZ Banking Group. However, this is simply the business they’re in, and it would be foolish to overreact […]

Hypothetical Ethical Share Portfolio 27 November 2013

At this point in time, the individual stocks in the Hypothetical Ethical Share Portfolio is beating the market by 13.2% on average, although that is mostly thanks to Energy Action.