Colin Lea's  Instablog

Colin Lea
Send Message
The author is Australian with a long term interest and personal stake in financial planning and management. He is a Registered Financial Adviser, is a member of the FPA Australia, and is a Certified Gold Seeking Alpha Contributor. Prior professional background of 20 years in military &... More
My company:
Carey group
My blog:
Carey Group
  • Follow the Sun, Week Two - My Sun Tzu Portfolio Wrap 0 comments
    Oct 29, 2011 10:03 PM | about stocks: ALK, BHP, C, CAT, GD, PCXCQ, PNC, WMT

    Well its been two weeks since I published my first article on the theory of investing using the principles of Sun Tzu, and attached below is the summary of the portfolio wrap at the end of week two.

    Portfolio Wrap, 28 October 2011

    Key Changes and Portfolio Progress

    Over week 2 the portfolio has gained $7,948 (8.12%). Last weeks biggest loser was my favorite blue chip, BHP - though this week it has gained $8.08 per share (10.8%). Another big gain this week is CAT, my other sentimental favorite, up by $9.41 (10.76%) off the back of solid numbers for Q3 reporting. The two other big gainers are C up $3.84 (12.65%) and the biggest gain is my wildcard PCX up $3.46 (or a whopping 34.95%).


    Overall I am happy with the portfolios performance, in line with my philosophy for good long term positions. Noting I am still carrying $5,028 cash, this gives a closing balance of $111,000 for the portfolio.

    For those following the series, I plan on submitting an article to Seeking Alpha at the one month mark, which will follow Sun Tzu's second chapter - 'Waging War'. Keep following me on Seeking Alpha to see the subsequent articles and the regular portfolio updates.

    Stocks: ALK, BHP, C, CAT, GD, PCXCQ, PNC, WMT
Back To Colin Lea's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers


More »

Latest Comments

Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.