Forum Archive Index - October 2001

["Mike Hudson" <mikehudson@clear.net.nz>]

The tragic and turbulent events of September wreaked havoc with the vast majority of the portfolios. There were only four, on the back of MSL, that made a profit for the month. The average portfolio lost 11.6% for the month and is now down by 10.5% for the year. Only 19 out of the 75 portfolios are now making money.

Top Five:Despite dropping $20k for the month Chris Castle is still $26k ahead of John Ascroft who jumped nine places. Michael Yielder has moved up four places to third spot perhaps indicating the value of a conservative dividend generating selection. Marilyn regains nine places to number four whilst John Oliver rounds out the top five..

Moving up:

Iccon                   up 24 to 11

Maverick                up 21 to 28

Keith Frankum       up 19 to 24

Murray Mcclean     up 15 to 38

Andrew Cooper       up 14 to10

All holders of MSL (and were big losers last month) except Murray who just did not lose as much as most of us.

Sliding Down:

JJB                                 down 21 to 60 (TEL, CER, the former AQL)

Adreienne O’Sullivan        down 13 to 15 (SVY, BRY)

Nick Kearney                  down 12 to 45 (CER, TEL)

Damien Popplewell         down 10 to 67 (BRY, AIR)

SS Barneyt                    down 10 to 35 (AIR, BCH)

Best Broker

ABN AMRO $58,542 (7^th )

Worst Broker

DF Mainland (70^th) $31,937 Dishonourable mention UBS Warburg $37,603 (61^st)

Share Gainers –

MSL 45.8%

TLS 9.8%

PRG 6.6%

LPC 2.9%

WHS, NUF, RTX, ARB, FIN No change

Share losers:

AIRVB 65.2%

AIRVA 57.9%

CER 56.3%

SVY 43.9%

BRY 39.7%

Dividends

STU, WAM, FRU, POA, TEL, WRI, RBD, FAP, FCT, HFE, SKC   If I have missed any please let me know.

Winning/Losing portfolios (YTD)

J F M A M J J A S

Winning   53  44   27   39  38   38  47   38   19

Losing    22   31  48  36   37  37  28   37   56

Total portfolio value: Opening = 75 x $50k

Opening $ 3.750m

Jan $ 3.796m

Feb $ 3.812m

Mar $ 3.640m

Apr $ 3.801m

May $ 3.821m

June $ 3.796m

July $ 3.959m

Aug $ 3.797m

Sept $ 3,357m

 

The full table will follow

Cheers

Mike H