Viewing posts for the category Hypothetical Ethical Share Portfolio

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 to individual case results.

Dividends ReceivedCompanyCodeDate Added Buy PriceMost Recent ClosePercent ChangeASX All Ords (XAO) ChangeRelative ReturnXAO at time of purchase


read more

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.

read more

Sample Ethical Share Portfolio

This sample portfolio is meant to represent a hypothetical ethical portfolio, so it is diversified across a number of industries. The purpose of this portfolio is not to suggest it is the best portfolio. It certainly isn't my portfolio. This portfolio is an experiment.

read more