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Colin Lea
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The author is Australian with a long term interest and personal stake in financial planning and management. He works within the Financial Services Industry, is a member of the FPA Australia, and is a Certified Gold Seeking Alpha Contributor. Prior professional background of 20 years in military... More
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  • Follow The Sun, Year End 2011 - My Sun Tzu Portfolio Wrap 0 comments
    Jan 6, 2012 9:41 AM | about stocks: ALK, BHP, C, CAT, GD, PCXCQ, PNC, WMT

    Time has flown by in recent weeks, with Thanksgiving to New Year’s disappearing in a flash. I have been busy with work commitments and the preparation for Christmas, so I thought it appropriate to do a follow up on where the Sun Tzu portfolio is at. In all honesty, the last seven weeks has provided a lot of noise in the markets, and I have only kept a ‘listening watch’ over the portfolio as I concentrated on other commitments. The end of week total portfolio value progress to 30 December 2012 has been as follows:

    ·         11 November, +2.7%

    ·         18 November, +0.3%

    ·         02 December, +0.6%

    ·         09 December, +2.58%

    ·         16 December, +1.0%

    ·         23 December, -0.2%

    ·         30 December, -0.3%

    Noting a carry-over cash balance of $5,028, the Sun Tzu Portfolio has a total value of $102,919.37 as at 30 December 2011. While the portfolio overall has remained stable in terms of total dollar value, the movement of individual stocks has been quite volatile with differing results:

    ·         ALK has increased steadily from +9.5% on 11 November, to +20.9% as at 30 December

    ·         BHP has decreased gradually from +2.6% on 11 November, to -6.9% as at 30 December

    ·         C has decreased steadily from +0.4% on 11 November, to -9.9% as at 30 December

    ·         CAT has remained relatively steady at +17.6% on 11 November, before decreasing to +10.9% as at 30 December

    ·         GD has increased marginally from +5.1% on 11 November, to +6.2% as at 30 December (noting it went as low as -1.1% on 16 December before regaining to 6.6% on 23 December)

    ·         PCX has fluctuated significantly, ranging as high as +12.1% on 11 November, to -12.6% as at 30 December

    ·         PNC has increased steadily from +3.6% on 11 November, to +10.9% as at 30 December

    ·         WMT has remained relatively steady at +7.2% on 11 November, to +8.2% as at 30 December

    I am currently in the process of reviewing these stocks and their progress as I write my next installment in the Sun Tzu series – ‘Waging War’; (the position of the portfolio is long term). In the interim, here is the portfolio wrap week by week for the seven weeks to years end.

    Here’s to a profitable and prosperous new year in 2012.

    Portfolio Wrap, 11 November 2011

     

    Portfolio Wrap, 18 November 2011

     

    Portfolio Wrap, 02 December 2011

     

    Portfolio Wrap, 09 December 2011

     

    Portfolio Wrap, 16 December 2011

     

    Portfolio Wrap, 23 December 2011

     

    Portfolio Wrap, 30 December 2011

     

     

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