Diskusije : Berza

 Komentar
Portfolio 2 godine kasnije
3BMT
20. novembar 2013. u 13.40
Evo opet onog portfolia koji sam napravio prije 2 godine na Googlu.
Baziran je na spisku kompanija koje su bile najbolje Kanadske dividends payed kompanije tada a koje je čini mi se Profesor postavio. „Kupio” sam po 500 dionica svake i nikad nisam napravio ni jedan trade, samo sam sakupljao dividende. Kao što se vidi platio sam nekih imaginarnih 333 hiljade i nešto sitno, sakupio za dvije godine 25.727$ dividendi a evo kako sada stvari stoje. Ocigledno da je rudarski sektor pod ledom a da su banke dobro profitirale.

Name Symbol Shares Cost Value Gain Gain % Overall%
-----------------------------------------------------------------
Enbridge ENB 500 17,264 21,895 +4,630 +26.82% 26.82%
CNR CNQ 500 16,939 17,430 +490 +2.89% 2.89%
TransAlta TA 500 10,889 7,320 -3,569 -32.78% -32.78%
Penn West PWT 500 9,159 4,260 -4,899 -53.49% -53.49%
Fortis FTS 500 16,899 15,750 -1,149 -6.80% -6.80%
Husky HSE 500 12,634 15,360 +2,725 +21.57% 21.57%
TransCanad TRP 500 20,909 23,480 +2,570 +12.29% 12.29%
CanOilSand COS 500 11,134 10,210 -924 -8.31% -8.31%
BankOfMont BMO 500 29,114 36,810 +7,695 +26.43% 26.43%
Royal Bank RY 500 23,469 35,700 +12,230 +52.11% 52.11%
Tor-Domin TD 500 36,714 48,760 +12,045 +32.81% 32.81%
Bank of NS BNS 500 25,999 32,915 +6,915 +26.60% 26.60%
Nat. Bank NA 500 35,014 46,610 +11,595 +33.11% 33.11%
Teck Res. TCK 500 19,279 13,470 -5,809 -30.13% -30.13%
Goldcorp G 500 25,669 12,440 -13,229 -51.54% -51.54%
Silvercorp SVM 500 4,424 1,390 -3,034 -68.59% -68.59%
SilWheaton SLW 500 17,759 11,225 -6,534 -36.80% -36.80%
-----------------------------------------------------------------
Dividends payed: $25,727
-----------------------------------------------------------------
Portfolio value: $333,283 $380,752 +$21,741 +6.52% 6.52%
3BMT
20. novembar 2013. u 13.42
E yebes ovu scriptu, sve se pomijesalo.
Napravite copy/paste u Notepad pa će biti valjda preglednije.
Prerija
20. novembar 2013. u 17.39
sad radi dalje diskusije, vidim u ovom portfoliju ima i oil, financials, mining i sve je kanadski content- ta 3 sektora cine 100% TSX-a.

Sad sam otisao na prvi Index fund koji sam nasao za za Canadian equities - iShares Composite Canadian Equity Index Fund (XIC)
Otisao sam da vidim performance za zadnje 2 godine, i ako sam dobro video performance je 17.07%
http://ca.ishares.com/product_info/fund/overview/XIC.htm
Prerija
20. novembar 2013. u 17.45
samo mala ispravka.
ta tri sektora imaju 75.8% TSX-a.
Financials, 31.77%; Energy, 25.16%; and Materials (gold and mining), 18.90%
malimx6
(KOCOBO)
20. novembar 2013. u 18.34
Portfolio value: $333,283 $380,752 +$21,741 +6.52% 6.52%

jel možeš ovo da pojasnis malo?
ocigledno 333K si ulozio, ali st aje ono 380K? jel to total sa dividendama sto si zaradio? šta je ono 21K?
Profesor-Kanada
(Profesor)
20. novembar 2013. u 20.23

Top 10 Holdings (34.76% of Total Assets)

Company Symbol % Assets

ROYAL BANK OF CANADA RY.TO 6.25
TORONTO-DOMINION BANK TD.TO 5.47
BANK OF NOVA SCOTIA BNS.TO 4.70
SUNCOR ENERGY INC. SU.TO 3.52
Canadian National Railway Co CNI.TO 2.98
BANK OF MONTREAL BMO.TO 2.92
ENBRIDGE INC ENB.TO 2.31
CDN NATURAL RES CNQ.TO 2.23
CANADIAN IMPERIAL BANK OF COMME CM.TO 2.20
BCE INC. BCE.TO

Yield to unitholders = 2.7%

Profit za 1 yr = oko 10%
Prosecna zarada za 3 I 5 godina biće objavljna.


Profesor-Kanada
(Profesor)
20. novembar 2013. u 20.35
1-Year 10.72 (adjusted 10.1)
3-Year 4.54
5-Year 9.33
Profesor-Kanada
(Profesor)
20. novembar 2013. u 20.48
Cena akcije:

Jun/02/2008 = $23*

Mar/2009 = $12*

* cents do not make sense.

Profesor-Kanada
(Profesor)
21. novembar 2013. u 09.50
Cena akcije:

Jun/02/2008 = $23*
Bio je 'split' 4:1, pre toga cena je bila $92*.
Profesor-Kanada
(Profesor)
21. novembar 2013. u 10.42
-32.85% August 2008 - November 2008
Bilo je negativnih rezultata i posle ovoga perioda.
Profesor-Kanada
(Profesor)
21. novembar 2013. u 10.55
Security breach at XXX Company, 'Online Broker'

letter from XXX saying Chinese hackers got into their
online database. The hackers have name, address, email,
telephone number, dob, sin for over 13,000 clients.

XXX protecting co's name..

Profesor-Kanada
(Profesor)
25. novembar 2013. u 14.51

In 2008 the value of the ‘B’ shares of Mr. Buffett’s Berkshire
Hathaway Inc. fell from a high of $97.20 to a low of $42.90
a loss of 55.9 per cent.
 Komentar Zapamti ovu temu!

Looking for Oil Diffuser Necklace?
.