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|
|My Net Fone||MNF|
|Fiducian Portfolio Services||FPS|
Nothing on this website is advice, ever. I hold positions in all of the companies mentioned above.