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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
  • Sun Tzu Portfolio Update: 24 February, 2012 0 comments
    Feb 29, 2012 3:41 PM | about stocks: BHP, CVX, PCXCQ.OB, MS, CAT
    For those of you who have been following the Sun Tzu portfolio series (view the originating article here), BHP forms a core holding, and despite its relative underperformance of late (it has ranged from 0.3% to 8.29% increased value during February) I remain confident of its future performance as a core blue chip stock.

    Key changes have been a rebalance of the portfolio which saw a SELL of some CAT shares, a BUY of CVX shares, a stop loss triggered SELL of the PCX shares, and a BUY of MS shares. You can see the CAT rebalancing, CVX and MS articles by accessing them from my list of articles published on my profile page.

    With additional cash (reserve, profit and dividends) the portfolio has a total holding of $114,695. The shares component of the portfolio as at 24 February, 2012 is shown below:

    Sun Tzu Portfolio Wrap, 24 February 2012

    Disclosure: I am long BHP.

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

    Themes: Long Ideas, Fund Holdings Stocks: BHP, CVX, PCXCQ.OB, MS, CAT
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