So here's the updated Ethical Share Portfolio.

The plan is to have 10 positions, each 10% of the initial capital. I anticipate that if the market continues to go up, one would aim not be more than 60% invested, (i.e. 6/10 positions allocated capital) but this is a debatable policy.

 







































CompanyCodeDate AddedBuy PriceMost Recent Close
Energy ActionEAX

19/07/13



$2.88



$3.98


My Net FoneMNF

17/10/13



$1.40



$1.46


1300 SmilesONT

24/10/13



$6.50



$6.55


Fiducian Portfolio ServicesFPS

7/11/13



$1.18



$1.20



 

The Hypothetical Ethical Share Portfolio

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