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.
Company | Code | Date Added | Buy Price | Most Recent Close |
Energy Action | EAX | 19/07/13 | $2.88 | $3.98 |
My Net Fone | MNF | 17/10/13 | $1.40 | $1.46 |
1300 Smiles | ONT | 24/10/13 | $6.50 | $6.55 |
Fiducian Portfolio Services | FPS | 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.