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%
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.
