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30-06-2011, 07:42 PM
#211
June Update
Originally Posted by janner
Please Lizard...
Have some compassion upon our greedy souls !!..
No competition results this month I beg you !!..
Well Janner, the %'s may look somewhat worse, but I believe you've managed to gain a place on May.
Congrats to those who picked DIL, NZX and CHA which have provided some of the best individual returns so far.
Divs included this month: awf brm cvt fph gmt ift mln rbd rym san tem twr
Yes, I am using the HNZ ticker to find the BSH share price, but have not bothered to change the tickers in the table. WDT consolidation will take effect from July. Any other changes or divs, please advise.
Code:
1 Under Surveille NZX OIC PGW SCT SKL 27.2%
2 Nevl CHA FBU MHI PGW WDT 25.8%
3 Lizard AWF PHB SKL TEN TUR 17.7%
4 bohemian RYM SCT SKC SKL TEM 17.0%
5 JBmurc BTU GEL LME PEB PPP 16.2%
6 Pumice IFT LME NZR RYM STU 14.4%
7 clem NZO PEB SCT SKC TUA 13.4%
8 777 CAV GPG KIP KPF NZO 13.3%
9 Snoopy RBD SCT SKC TEL TUA 12.9%
10 zigzag DIL HBY PGW RBC WDT 12.9%
11 cycat64 FPA GPG KMD NZO TEL 12.5%
12 Roger MFT NZO RYM SKC TEM 12.4%
13 amalgam CAV SKC TEL TUA WHS 11.9%
14 Bermuda CUE DIL LME NZO PPP 10.9%
15 JayRiggs CVT NZX PGW PPL SKC 10.9%
16 Traderx NZO NWF PEB STU VCT 10.6%
17 robo MHI NPX RBD RYM SPN 10.3%
18 RRR FPA PGC STU TUA VHP 10.1%
19 evander CHA HBY NPX NZO XRO 9.8%
20 krb AIA FBU SKC SKT WDT 9.8%
21 Taijon EBO FBU NZO RYM TEL 9.6%
22 lissica FBU FRE IFT MFT NZO 8.5%
23 CJ IFT RYM SKC SKT XRO 8.4%
24 Oiler CUE FBU LME PPP SKC 8.3%
25 Zito AIR CHA CVT RBD SKT 8.1%
26 trackers FBU HLG SCT SKC XRO 7.9%
27 Serpie NZO PGW RBD RYM SKL 7.5%
28 Xerof DIL IFT NZO PGC XRO 7.4%
29 emearg BLT CAV FBU WDT XRO 7.2%
30 percy AIR AWF CEN RYM SKL 5.9%
31 QOH AIA FBU IFT NZO SKC 5.8%
32 h2so4 AWF CUE KMD NPX RBD 4.6%
33 clips AIA EBO GPG NZO SCT 4.0%
34 bull… GPG IFT NZR RYM THL 3.9%
35 ruaboy GPG IFT PGC RYM TUA 3.8%
36 Waiuta CCC EBO HBY RBD SKL 3.8%
37 RazorX NPX PGC STU TEL ZIN 3.7%
38 upside_umop BTU CUE MHI PPP WDT 3.6%
39 macduffy BTU CUE EBO GPG NPX 3.1%
40 Doyle FBU FPA PGC PGW TEL 2.7%
41 Heke AIA FBU IFT NPX SAN 2.4%
42 BRICKS AIA AIR KIP MCK SCY 1.8%
43 airedale BTU CUE HGD NZO WDT 1.4%
44 rabcat CHA NZO PGC PGW WDT 1.4%
45 MoSteph AMP GPG NZO CASH CASH 1.1%
46 ratkin AIA FPH IFT NZO SKC 0.2%
47 Jay CAV CUE FBU IFT XRO -0.2%
48 paper tiger KMD NZO PPL STU THL -0.2%
49 Toulouse-Luzern EBO HLG MFT NPX RBD -0.3%
50 Aaron CEN PGC PGW SKL TEL -0.5%
51 Arbitrage AIA AMP CEN GPG NZO -1.0%
52 KJ FBU IFT RAK RBD SKC -1.1%
53 Financially Dep CUE FBU LME NWF NZO -1.4%
54 Nigel BLT FBU PGW WDT XRO -1.7%
55 glennj CAV EBO NPX RBD WHS -2.2%
56 blockhead CEN CUE FBU NZO TEL -2.2%
57 Sideshow Bob CUE GPG NZO NZR SKC -3.5%
58 ziggy ABA FBU PPL SKC WHS -3.6%
59 futurist AIR FPA NPX PGW RBD -3.8%
60 gv1 AIA AMP PPL TEL TLS -4.0%
61 the machine CAV CUE FBU NZO PPP -4.0%
62 forest DGL FBU MHI NPX PPL -4.0%
63 Vtrader AIA HLG NZR OGC TTK -4.1%
64 The GrandMaster IFT NZO TEL PPL SKT -4.3%
65 Flogs AIR CVT PPL STU XRO -4.4%
66 pedro.nz BLT MHI NPX RAK RYM -4.6%
67 SCOTTY LME PGC PGW TWR ZIN -4.7%
68 bung5 CUE GPG NZO PGW PPP -4.8%
69 Kitkat LME NEW NZO RAK SPY -4.9%
70 ScrappyO CUE HGD SKC TEL VCT -5.5%
71 belgarion DPC FPA PGC PGW WDT -5.5%
72 Felix CHA DPC EBO PPG RNS -5.5%
73 neopoleII BLT CASH NZO NZR TEL -5.5%
74 iceman GMT HGD NZO SKC TEM -5.9%
75 thedrunkfish CUE GPG PGW NZO RAK -6.1%
76 janner FBU IFT NPX PGC XRO -6.5%
77 seagull CUE FPA LME NPX RAK -6.7%
78 Corporate CUE FBU NZO PPP VCT -6.7%
79 NOCASH AIR CHA CUE NZO RNS -7.0%
80 asc4 NPX OGC RBD SKC XRO -7.3%
81 winner69 ALF FPA PGW THL WDT -7.3%
82 Shasta CAV FBU IFT NWC RBC -7.8%
83 Guild NPX NZO SPY TEL ZIN -8.0%
84 blackcap CAV DPC MHI NPX RNS -8.5%
85 Crispy NEW NZO RAK TEL WTL -8.6%
86 stanace BLT GPG HGD NZO WDT -8.7%
87 Rotweiller ANZ IFT LME PGC RNS -9.5%
88 elZorro FPA IFT OGC PGW RAK -9.6%
89 Ponda BLT CHA CUE HGD NZO -9.7%
90 MPC HGD MLN NZO WHS XRO -10.2%
91 mr.needs BLT CUE ECO IFT SPY -11.3%
92 Shrewd Crude CUE HGD LME NZO PPP -12.3%
93 darksentinel ALF ECO PGC VCT ZIN -12.4%
94 whirly NPX PLU SKC SKT WHS -12.7%
95 spike BLT CUE NZE PPP XRO -14.5%
96 Joshuatree BTU CUE EWC OGC RBC -15.3%
97 troyvdh CEN CUE NZO OGC PPP -17.1%
98 Voltaire BRM NWF PGW RAK WTL -18.2%
99 mistymountain HGD PPL PPP OGC TEL -20.5%
100 Yankiwi GEL HGD NZO PLU ZIN -22.5%
AVERAGE 0.5%
ST Top 5 NZO CUE FBU SKC IFT -1.7%
2010 Best 5 CHA DIL OGC RBD SKL 22.0%
2010 Worst 5 HGD NWF NZO PPP WDT -11.3%
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30-06-2011, 08:27 PM
#212
Lizard.
Thank you for the update.
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30-06-2011, 09:25 PM
#213
Well a 1 place gain, is better than my portfolio this month :-((..
Will still stick to my original picks in the comp.. 6 months to go :-))
Thanks for your efforts Liz.
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30-06-2011, 09:27 PM
#214
At number 3 you really must have some inside info Liz ..
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01-07-2011, 05:26 PM
#215
Originally Posted by BIRMANBOY
I realize that this a SHARE TRADER forum not a bank deposit forum, but I hope that real life performances are better than the "play " performance. Yes I know its easy to "criticise" ...but not really criticising more interested in what do people ACTUALLY make/lose share trading. Anyone care to share?
Personally I don't trade and do hold all of those shares I have entered in the competition. So my competition result is a pretty good measure of how I am really doing. Of course I do own other NZX shares and if I take all of those into account I may drop a percentage point or so on my competition result. But generally WYSIWYG (or more correctly what I get) with me.
SNOOPY
Watch out for the most persistent and dangerous version of Covid-19: B.S.24/7
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01-07-2011, 05:53 PM
#216
Thanks for sharing...very satisfactory results and I would be very pleased to be getting them myself....is it "time in the market" or "timing in the market" do you suppose? As a buyer and holder are you buying for consistant dividends or are you buying for fundamental reasons or both? And of course the BIG question over your "career" how has your percentage fared overall. I am happy to accept your kind offer of WYSIWYG. :-)
Originally Posted by Snoopy
Personally I don't trade and do hold all of those shares I have entered in the competition. So my competition result is a pretty good measure of how I am really doing. Of course I do own other NZX shares and if I take all of those into account I may drop a percentage point or so on my competition result. But generally WYSIWYG (or more correctly what I get) with me.
SNOOPY
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01-07-2011, 06:39 PM
#217
Originally Posted by BIRMANBOY
Thanks for sharing...very satisfactory results and I would be very pleased to be getting them myself....is it "time in the market" or "timing in the market" do you suppose? As a buyer and holder are you buying for consistent dividends or are you buying for fundamental reasons or both? And of course the BIG question over your "career" how has your percentage fared overall. I am happy to accept your kind offer of WYSIWYG. :-)
Basically I am looking for companies that can pay a consistent dividend return, and I invest from a 'value investment' perspective.
The longer you hold shares the more it becomes 'time in the market' rather than timing the market. However what re-balancing I do, I think has added to my returns. I have already sold down my SCT shares by about 25% in anticipation of the upcoming cash issue. My average sale price was about $1.45. So with the new shares being sold for $1.20 it should work out well for me, even though that little bonus won't show up in my competition results. However I have probably undone that good deed by topping up my CEN holding at around $5.90. So this is a case of timing 'swings and roundabouts' . The problem with traders is that they usually only tell you about their successes. They don't mention their losses! Of course taking a multi year perspective I still think those CEN shares that I bought at $5.90 will prove a good buy.
Because I have a multiyear investment return horizon, I have imposed an extra rule on myself when taking part in this competition. I am not allowed to change more than one share per year in my competition entry. (Last year PGW went out and SCT came in). That means my average holding time from this competition perspective is five years. So any leakage of my results into broker commissions is minimized.
Over the previous five years I have averaged a 6% return after tax. That doesn't sound so great until you realise that the market has declined on average 2% per year over the last five years. So my outperformance had been 8% per year which I was very happy with.
My 3-4 years before that were not so good compared to the market. I think I was trailing the index by a couple of percentage points per year. But that was when the market was so called booming, so my actual return was still O.K.. Since the booming stopped I have in relative terms done much better. But that is to be expected when you invest from a 'value investment' perspective.
SNOOPY
Last edited by Snoopy; 01-07-2011 at 06:45 PM.
Watch out for the most persistent and dangerous version of Covid-19: B.S.24/7
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02-07-2011, 10:13 AM
#218
Originally Posted by belgarion
Bit lost with that one Liz. Does this mean that HNZ movements are included in PGC?
Yes. Sorry, all holders will be showing the PGC ticker still, but this reflects both PGC and HNZ prices now.
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02-07-2011, 01:29 PM
#219
Thanks Snoopy, as a new entrant into the world of shares and bonds, its great for me to see people people with some success showing that conservative and carefull investing can be and still is a viable method. Looking at all the threads for gold, oil and gas and minerals its easy lose sight of the value of a considered approach. I will be looking forward to entering the competition when its time.
Originally Posted by Snoopy
Basically I am looking for companies that can pay a consistent dividend return, and I invest from a 'value investment' perspective.
The longer you hold shares the more it becomes 'time in the market' rather than timing the market. However what re-balancing I do, I think has added to my returns. I have already sold down my SCT shares by about 25% in anticipation of the upcoming cash issue. My average sale price was about $1.45. So with the new shares being sold for $1.20 it should work out well for me, even though that little bonus won't show up in my competition results. However I have probably undone that good deed by topping up my CEN holding at around $5.90. So this is a case of timing 'swings and roundabouts' . The problem with traders is that they usually only tell you about their successes. They don't mention their losses! Of course taking a multi year perspective I still think those CEN shares that I bought at $5.90 will prove a good buy.
Because I have a multiyear investment return horizon, I have imposed an extra rule on myself when taking part in this competition. I am not allowed to change more than one share per year in my competition entry. (Last year PGW went out and SCT came in). That means my average holding time from this competition perspective is five years. So any leakage of my results into broker commissions is minimized.
Over the previous five years I have averaged a 6% return after tax. That doesn't sound so great until you realise that the market has declined on average 2% per year over the last five years. So my outperformance had been 8% per year which I was very happy with.
My 3-4 years before that were not so good compared to the market. I think I was trailing the index by a couple of percentage points per year. But that was when the market was so called booming, so my actual return was still O.K.. Since the booming stopped I have in relative terms done much better. But that is to be expected when you invest from a 'value investment' perspective.
SNOOPY
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05-07-2011, 07:43 AM
#220
Member
Yah for CHA. Hopefully back to the top!!
Well done undersurvelliance
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