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Colin Lea
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The author is Australian with a professional background of 20 years in military & international logistics and management. He has lived and worked extensively in Australia, the UK, the Middle East, and the USA. The author has a long term interest and personal stake in financial planning and... More
  • Follow The Sun, My Sun Tzu Portfolio 2012, Week 5 0 comments
    Feb 3, 2012 8:18 PM | about stocks: ALK, BHP, C, CAT, CVX, GD, PCXCQ.OB, PNC, WMT
    Hi everyone,

    I know I said I would only do an end of month update from 27th January onwards, however I did stipulate I would provide updates for key out of cycle events. This week prior saw me set the guidelines for a rebalance of the portfolio, with a sell of (CAT) shares and a purchase of (CVX) shares. The sale of the 34 x CAT shares saw a gross return (on paper profit) of $980.22, while the entry for CVX was $102.54 for 50 shares.

    This week has been an up week for all stocks with two (WMT) and (ALK) hitting 52 week highs. (CAT) continues to perform and its Q4 earnings report showed promise for 2012, likewise for (GD).

    Performance for this week is as follows:

    • (ALK) +6.14%
    • (BHP) +2.63%
    • (C) +8.93%
    • (CAT) +3.22%
    • (CVX) +2.89%
    • (GD) +0.19%
    • (PCX) +4.95%
    • (PNC) +5.88%
    • (WMT) +5.88%
    Overall the portfolio is up on average 15.71% since inception. With dividends and cash, the portfolio value as at 03 Feb is $116,573.50

    Sun Tzu Portfolio - 3rd February, 2012

    Disclosure: I am long BHP.

    Additional disclosure: This advice is general advice only. You should seek independent professional financial advice prior to making any investments of your own.

    Themes: Long Ideas, Quick Picks and Lists, Fund Management, Portfolio Strategy Stocks: ALK, BHP, C, CAT, CVX, GD, PCXCQ.OB, PNC, WMT
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