The first update will be made on 1 September 2011. I will then provide a running summary comparing the monthly returns of the stocks held within the portfolio compare to the ASX 200. Given my investment style it will not be unusual for the portfolio to underperform for a number of months before an announcement triggers a potential re-rating of the share price.
August 2011 - Monthly Update
September 2011 - Montlhy Update
October 2011 - Monthly Update
Annual Returns (Open/Closed Positions):
The first update will occur on 1 January 2012. It will summarise the performance of all open and closed positions within the 2011 calendar year.
Annual Returns (Closed Positions Only):
The first update will occur on 1 January 2012. It will summarise the performance of all closed positions. This will provide a more accurate picture of my performance as it will not be unusual for my open positions to lag the general market before an event triggers a re-rating.
