A Portfolio for To-Day.
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     dug
Member
Username: dug
Post Number: 1143
Registered: 07-2005
Rating: N/A
Votes: 0
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| | Thursday, June 01, 2006 - 06:36 pm: |  
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People are desperate for Independent Advice.
Why just today I got this Email seeking my Comment.
I was SHOCKED!!
d'Request was accompianed by the Usual Safety+Dividends Desire
but it was about ^))[600] GRAND.$$$$'S.
I was real grateful to get a list of Prospects as well.
Here it is-
AWC;AMP;ASX;BEN;BOL;LNN;PBL;TLS{!!};TSE;and this obscure one called WAM.
10 for 60grand each[?] but TOTAL 600k in d'Bank ready to GO NOW!!!
Well,I SEE it's real educational,hey?so I'll chuck up indiv.threads within this one on each share;
Please FEEL FREE to add any'n'all comment/advice to a Soul SOOOOO Lost'n'misbegotten as to seek a dug-out on a list of [pishaw] BlueChips!!
Be fun,
cheers,
jr
Avatar- PHACOPS{speculator}from the Devonian Period.
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dug
Member
Username: dug
Post Number: 1149
Registered: 07-2005
Rating: N/A
Votes: 0
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| | Friday, June 02, 2006 - 09:28 am: |
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Some work on dividend rate from proposed portfolio.
By adding up all the published dividends for 2006,and the prices for each share as of yesterday,the rate is 3.9%FF.
With LNN I estimated at 36cents instead of the actual 68 that included a special dividend.I also don't know the formula for converting Fully Franked Dividends to Taxable Cash Rate using the new Tax regime from Budget so I estimate 3.9FF is about 5.5%Flat[used 40%,at 30 ~5.1%]
Anyhow dividends are approx equal to Bank Deposit,only just and actually less,so that means one is looking for Growth in this Portfolio to supplement the Income loss from not just leaving 600 grand on Deposit.This,better than Bank Rate,is of course the BASIC reason for having a Share Portfolio but I assume you've read all about That in a book or something!!
Will complete the Individual Share Charts today and go into some alternative choices on the weekend,DLS*
cheers,
jr
*DLS=desperate lost soul 
Avatar- PHACOPS{speculator}from the Devonian Period.
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dug
Member
Username: dug
Post Number: 1155
Registered: 07-2005
Rating: N/A
Votes: 0
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| | Saturday, June 03, 2006 - 07:55 am: |
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So Desp Lost Soul.some conclusions.
This portfolio's Capital Gains Driver over the last 3 years was by
AMP-a fallen angel 3 years ago[a Company out of favour that's price dropped significantly and has now come back]
BOL-A new Float that ran from $1 ish Issue Price to $4+ in less than 3 years.
and ASX[$12.30 to $30+] basically because of the past 3 years being such an extraordinary Bull Market.
These 3 shares were the Bulk Gainers.You should note CAREFULLY their 'TYPE' and realise that your proposed Portfolio does NOT cover any share NOW of this type ie All your picks are Full Blown,Establised Trenders which,MAY,reverse,stagnate,generally NOT Perform in the Coming 3 years as well as in the last 3 years.
For fallen angels may I suggest looking in the Health Care Sector?Federal Gov't is Mucking Around with 'What's Covered'.pathology,radiology etc,by Medicare and it seems this has depressed this sector but a Bargain could be waiting to 'fly again'.
New Floats are always coming up.Check them out and be prepared to buy more far beyond the Issue Price.
If I had 600 grand and was looking for Franked Income I'd be looking at Preference/Convert Notes.The best ones convert the $ price into how many shares it'll buy on conversion date NOT a fixed number set at the start.
Anyway,it's a while since I had some Prefs so you'll have to look at them yourself.
Now you're probably still desperate and lost but that's your lot.
Happy Trading.
jr
Avatar- PHACOPS{speculator}from the Devonian Period.
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