Current Shares Portfolio
Current Position: UP 102% plus annual dividends to be added on top. Note that all positions are assumed to stay open in the event of an ongoing loss situation. Many investors use a 25% stop loss position in order to minimise losses on one particular stock. Please note that as we approach the end of 2014 I am slowly reducing my stake in the stock market as I believe a collapse is imminent.
| Company | Ticker | Date of Entry | Price on Entry | Price Now | Cap Gain | Dividend | Market | |
| Goldcorp | NYSE: GG | Jan 2008 | $28.84 | $18.55 | – 35% | +1.2% dividend | Gold Mining | BUY |
| BP | FTSE: BP.L | Jan 2010 | £570.00 | £449.25 | – 21% | +3.8% dividend | Oil/Gas | BUY |
| BP | FTSE: BP.L | Jul 2010 | £330.00 | £449.25 | + 36% | +3.8% dividend | Oil/Gas | BUY |
| Markwest Energy | NYSE: MWE | Jan 2010 | $30.95 | $68.48 | + 121% | + 5.96% dividend | Energy | BUY |
| India Fund | NYSE: IFN | Jan 2010 | $17.20 | $27.87 | + 62% (+11% cash dist.) | + 0.6% dividend | India | BUY |
| Barrick Gold | NYSE: ABX | Jan 2010 | $35.04 | $19.57 | – 44% | + 1.3% dividend | Gold (& Copper) Mining | BUY |
| Silver Wheaton 17.6.11 Sell On Highs | TO:SLW | Jul 2010 | $18.54 | $38.31 | +106% Banked Profits | + 0.4% dividend | Silver | SOLD 106% profit |
| Transatlantic Petroleum | AMEX: TAT | Jan 2011 | $ 3.20 | $ 1.064 | – 65% | N/A | Oil/Turkey | BUY |
| Stans Energy Corp | TSX:HRE changed from RUU | Jan 2011 | C$2.10 | $ 0.185 | – 91% | N/A | Rare Earths | BUY |
| Ucore Rare Metals | CDNX:UCU.V | Jan 2011 | C$ 0.84 | CAD 0.46 | -45% | N/A | Rare Earths | BUY |
| Cameco | TO:CCO | Jan 2011 | C$ 41.00 | CAD 24.92 | -39% | N/A | Uranium | BUY |
| Cameco | TO:CCO | Mar 2011 | C$ 28.00 | CAD 24.92 | -11% | N/A | Uranium | BUY |
| Lloyds 14.9.12 take profits | LLOY.L | May 2012 | £0.25 | £0.76 | + 204% | N/A | Banking | TAKE PROFITS |
| Ericsson | Nasdaq:ERIC | Nov 2012 | $8.64 | $12.67 | + 47% | Tech Stock | TAKE PROFITS | |
| Apple Inc | Nasdaq:AAPL | Nov 2012 | $54.00 | $100.57 | + 86% | Tech stock | SOLD 86% profit | |
| Biotime | Amex:BTX | Jan 2013 | $3.95 | $3.50 | -11% | – | Bio | BUY |
| Igas Energy | IGAS.L | July 2013 | £1.17 | £1.30 | + 11% | Energy | BUY | |
| Centrica | CNA.L | July 2013 | £ 3.88 | £3.23 | – 16% | Energy | BUY |
Last Updated 1.11.14
The stocks listed are stocks that I personally own, either directly or through a company. A 25% stop loss would be sensible to limit losses on a falling stock. I am not an IFA and cannot tell you what you should and should not invest in. Not all investments are suitable for everyone. Your capital is at risk when you invest in shares. Never risk more than you can afford to lose. Past performance is no indicator of future performance. Always seek independent financial advice before making any investment decision.
