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
  • Sun Tzu Portfolio Update: 24 February, 2012 0 comments
    Feb 29, 2012 3:41 PM | about stocks: BHP, CVX, PCXCQ, 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.

    Stocks: BHP, CVX, PCXCQ, MS, CAT
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.