Wednesday, 19 April 2017

92. April 2017 Portfolio update

A few interesting movements have passed since last portfolio update (I believe it was January?). The majority of the portfolio remains unchanged, however, the dividend tracking tool is still under construction. I might even refer to it as my personal Sagrada Familia. But hey, it keeps a man off the streets! Here’s a brand new portfolio update!




Portfolio details

In order to display a clear comparison, these are the variables as found in the found in the previous Portfolio update.

Update
January 2017
april 2017
Threshold in pie graph
€700,00
€700,00
Stock heavyweights
11
12
Total nr of titles in portfolio
29
32
Nett portfolio value less than
€30.000,00
€34.000,00

All in all in only 3 months time a 4k increase in net portfolio value (approx). Hopefully this speed is not just a short burst!

Portfolio contents in Pie-graph

Who doesn’t like pie!? Back in January, the distribution was as follows:
Where the April distribution is as below:  

Findings

  • A 4 k increase in total portfolio value since last update;
  • 1 share passed the 700 euro threshold to make it into the stock heavyweights pie charts (as above) without further investing;
  • Total amount of share positions grew from 29 to 32: diversification;
  • Shell and Chimera remain the top heavyweights of the portfolio;

As of this month, I have been pointed towards a new broker program. As it looks now, there is only a ⅕ of the transaction costs compared to where I trade at this moment. Sure thing I’m going to investigate a little further. Could very well be Bye Bye Binckbank soon!

Cheers!