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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 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
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  • 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, 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 (NYSE:CAT) shares and a purchase of (NYSE: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 (NYSE:WMT) and (NYSE:ALK) hitting 52 week highs. (CAT) continues to perform and its Q4 earnings report showed promise for 2012, likewise for (NYSE:GD).

    Performance for this week is as follows:

    • (ALK) +6.14%
    • (NYSE:BHP) +2.63%
    • (NYSE:C) +8.93%
    • (CAT) +3.22%
    • (CVX) +2.89%
    • (GD) +0.19%
    • (PCX) +4.95%
    • (NYSE: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.

    Stocks: ALK, BHP, C, CAT, CVX, GD, PCXCQ, PNC, WMT
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