Forum Archive Index - December 2001

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

Here are the results for the penultimate month of the competition. Only a collapse in the price of APF can stop Chris Castle now. The Castle portfolio is now worth $107,051, over $30,000 ahead of his nearest rival. I can hear the smacking of lips from here.

We now have 34 out of the 75 portfolios in the black.

Top Five:

The only change to the top five is George Hill coming in at number five at the expense of the Port Port.

Moving up:

Ord Minett           up 16 to 43 (CAH ADV)

J B Were             up 9 to 26

CSFB                  up 9 to 27 (FAP)

David Adams     up 9 to 64 (CAH)

 

Sliding Down:

Keith Frankum        down 27 to 54

Maverick                down 20 to 64

Iccon                       down 13 to 50

Andrea Moffat        down 10 to 33

Ian Moffat                down 9 to 57

SS Barney             down 9 to 39

Reality setting in for MSL and VTL knocked most of these

Best Broker

ABN AMRO $67,880 (3rd )

Worst Broker

DF Mainland (72nd) $32,834

Share Gainers –

ADV 57%

APF 47%

TTP 26%

RNS 26%

CSG 23%

Share losers:

MSL 34%

SMP 20%

VTL 16%

BRY 16%

FOR 12%

Dividends

WHS, FBU, PFI, SAN, CEN, NTH, STU, MRP If I have missed any please let me know.

Delisted Ytd.

FEG, EFC, NUF, TWRCA, MON, FAP*, TAS

* I have converted the FAP shares to FPA and FPH as per the reconstruction and split the cash component equally between the two.

Winning/Losing portfolios (YTD)

                    J     F     M     A     M     J     J     A     S     O     N

Winning     53  44   27    39    38    38   47  38  19   30    34

Losing       22  31   48    36    37    37   28   37  56  45    41

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

Oct $ 3.554m

Nov $ 3.697m

 

The full table will follow

Cheers

Mike H