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Rate my portfolio


Good point GG,

Must admit, when looking at stocks, I start at A and give up round about M.

Perhaps I should start at Z and work backwards?
 

Interesting observation. There are 654 companies listed in the 'Materials' category. 418 starts with A-M, and only 236 starts with N-Z. 84 of them starts with A. :)

Would be interesting to see if these 236 actually give better returns.
 

Yeah it's been a good run, I have had a few good wins the past year. My main Gains have been on the back of MCW, Beppa, AHE, SGM, CBA, and APA most of which I loaded up after the original post.

over the year I hope to see growth from a holding I have taken in MDT 10.5c, BPT 77c, and WDC which is now my largest holding which I have bought between $11.40 and $13.36, yes I am currently in the red on the wdc so far but that tends to happen to me..lol.
 
Yes I am bullish on AHE. Great company!

Yep AHE is one of my favourites too,

There is much to like about this company when you really take a good look at the fundamentals of it's businesses, How ever most people breeze over this company and fail to see the value.
 

If I find a company that is good value I am not going to skip it just because my portfolio already has stocks in that part of the alphabet.

The companies that I have invested in I have bought because I can understand their businesses and believe they represented good value at the time of purchase, I don't normally buy with the intention selling in the shorterm I am quite happy to wait for the market to recognize the value especially if the dividends are good in the mean time.