David Hardman
29-01-2014, 04:52 PM
Below are the stocks/assets I currently holding in my Super fund.
No dollar values disclosed. Just %.
Most of these assets have been owned for 1+ years. I've out performed the market over the last couple of years.
Assets have been bought on their individual merits (in mosts cases) at the time. I've never really given much thought to the overall portfolio as a whole.
I'd be interested in people comments on the overall structure of the portfolio going into 2014
Do I really need to hold both STO and BPT?
Don't own any of the big four? Who cares?
80% Aussie Equities/20% international the right split? (probably not)
Holding % Sector
BHP Billiton Ltd 11.6% Metals
Invesco W/S Diversified Growth Fund - Class A 9.8% Global Equities
TPG Telecom Limited 6.2% Telco
IShares Core S&P 500 ETF 4.8% Global Equities
Lend Lease Group 4.8% Property
Beach Energy Ltd 4.7% O&G
PanAust Limited 4.7% Metals
Monadelphous Group Ltd 4.6% Mining Services
Santos Limited 4.1% O&G
Capitol Health Limited 3.9% Medical
IShares Core S&P Small-Cap ETF 3.4% Global Equities
United Overseas Australia Ltd 3.3% Property
Rubik Financial Limited 3.3% Tech
Sterihealth Limited 3.1% Medical
QBE Insurance Group Ltd 3.0% Insurance
Hansen Technologies Ltd 2.9% Tech
Vanguard Australian Property Securities Index Fund 2.6% Property
Computershare Ltd 2.6% Tech
Nearmap Ltd 2.2% Tech
Mincor Resources NL 1.9% Metals
IShares China Large-Cap ETF 1.9% Global Equities
iiNet Limited 1.8% Telco
The Reject Shop Limited 1.6% Retail
Colorpak Limited 1.5% Consumer Cyclical
Cash 1.4% Cash
Dart Energy Limited 1.4% O&G
Corum Group Ltd 1.2% IT
Macquarie Group Ltd 1.2% Banks
Atlas Iron Limited 1.1% Metals
New Guinea Energy Limited 0.3% O&G
Mothercare Australia Limited 0.2% Retail
OZ Minerals Ltd 0.2% Metals
Sydney Airports Stapled Securites 0.1% Transport
Blackwood Corporation Limited 0.1% Metals
Geodynamics Ltd 0.0% Utilities
No dollar values disclosed. Just %.
Most of these assets have been owned for 1+ years. I've out performed the market over the last couple of years.
Assets have been bought on their individual merits (in mosts cases) at the time. I've never really given much thought to the overall portfolio as a whole.
I'd be interested in people comments on the overall structure of the portfolio going into 2014
Do I really need to hold both STO and BPT?
Don't own any of the big four? Who cares?
80% Aussie Equities/20% international the right split? (probably not)
Holding % Sector
BHP Billiton Ltd 11.6% Metals
Invesco W/S Diversified Growth Fund - Class A 9.8% Global Equities
TPG Telecom Limited 6.2% Telco
IShares Core S&P 500 ETF 4.8% Global Equities
Lend Lease Group 4.8% Property
Beach Energy Ltd 4.7% O&G
PanAust Limited 4.7% Metals
Monadelphous Group Ltd 4.6% Mining Services
Santos Limited 4.1% O&G
Capitol Health Limited 3.9% Medical
IShares Core S&P Small-Cap ETF 3.4% Global Equities
United Overseas Australia Ltd 3.3% Property
Rubik Financial Limited 3.3% Tech
Sterihealth Limited 3.1% Medical
QBE Insurance Group Ltd 3.0% Insurance
Hansen Technologies Ltd 2.9% Tech
Vanguard Australian Property Securities Index Fund 2.6% Property
Computershare Ltd 2.6% Tech
Nearmap Ltd 2.2% Tech
Mincor Resources NL 1.9% Metals
IShares China Large-Cap ETF 1.9% Global Equities
iiNet Limited 1.8% Telco
The Reject Shop Limited 1.6% Retail
Colorpak Limited 1.5% Consumer Cyclical
Cash 1.4% Cash
Dart Energy Limited 1.4% O&G
Corum Group Ltd 1.2% IT
Macquarie Group Ltd 1.2% Banks
Atlas Iron Limited 1.1% Metals
New Guinea Energy Limited 0.3% O&G
Mothercare Australia Limited 0.2% Retail
OZ Minerals Ltd 0.2% Metals
Sydney Airports Stapled Securites 0.1% Transport
Blackwood Corporation Limited 0.1% Metals
Geodynamics Ltd 0.0% Utilities