Portfolio

 

 Holding 

 Tot Hold 

 Tot Cost 

 Avg Price 

 valuation price

 Curr Val 

 Profit/Loss 

2000

1007

50.3

47.5

950

-57

176

978

556

488

858

  -120

2455

5136

209

198

4873

-263

1544

2430

157

147

2269

-161

LloydsL

520

2411

463 431 2241 -170

1370

2631

192

61

839

-1792

1053

2035

193

121

1274

-760

830

2011

242

242

2011

-00

             

Total

18642

15314

-3328

 

Shares sold

Company date amount price/share total value profit/loss
Tesco 24/11/00 200 277.75 £540 +£123
Allders 22/01/01 100 105 £105 +£4.00
Brad&Bing 07/09/01 340 317 £1062 -£12
JJB 13/09/01 234 361 £845 -£117
BP 25/09/01 164 920 £852 -£126
Tesco 08/12/01 381 242 £920 -£90
Brad&Bing 28/01/02 350 306 £1057 +£27
Diageo 19/07/02 132 694 £904 -£311
Colt 10/06/03 1150 70 £782 -£258
MMO2 15/07/03 3233 55 £1766 -£72
B.A 19/11/03 1205   £2649 +£68
Marconi 05/05/04 all   -£1.74 -£1023
           

portfolio is valued at last working day of each month .  updated 04/07/04                                           

 

Porfolio looking a lot more balanced now.Reduced our holding in BT.Diversivied by buying into HMV, took a gamble by buying back into Colt after a big price drop caused by major profit warning, and got shot of all that Marconi rubbish. So now the only way is up .

 

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