Underweight/Overweight?

**Halebop** · 04-02-2005, 11:43 AM

My Star Wars Lego is priceless.

**Snow Leopard** · 04-02-2005, 11:55 AM

quote:Originally posted by limegreen

quote:my beloved wine cellar...

Ok, so time to come clean. I'd guess that my investment is around 4-5% of the value of my share portfolio. Nil chance of capital gain, but I find the 'dividend' very rewarding!

Anybody else willing to value their vices against their portfolio?

I have had some great capital gains out of wine, but have always undertaken capital repayments to holders. [

]
I have been surprised how the price of good quality wines bought direct from reputable wineries have appreciated in value. I have bottles that I bought for $20 now selling for over $80 two years later. [:0]

**kittydashwood** · 04-02-2005, 12:02 PM

Still to much to learn on the technical front to run a fund. However 75% of the way to being fianancially independant.
Maybe in ten years..

**Steve** · 04-02-2005, 12:14 PM

My current NZ portfolios:

NZR 19.0% Investment
GPG 9.9% Investment
PFI 9.9% Investment
HLG 9.5% Investment
CEN 8.0% Investment
SCT 5.7% Investment
CASH$ 5.1% $$$
FPH 3.9% Investment
BLT 3.6% Investment
SOE 3.5% Trading
VTL 3.4% Trading
WPL 3.4% Trading
PEB 3.3% Investment
FPA 3.1% Investment
SCY 2.5% Investment
FTX 2.0% Trading
NTH 1.9% Investment
BOZ 1.9% Investment
ATM 0.2% Investment

**k1w1** · 04-02-2005, 03:22 PM

quote:Originally posted by Halebop

My Star Wars Lego is priceless.

You really are an actuary aren't you Bop.

**Lawso** · 04-02-2005, 04:35 PM

quote: mmmm wow...
thats all i can say...
i thought i had it bad... but then my total portolio is only 14k.

anyways heres mine.

34% NOGOC
25% PBG
16% NOG
9% TEL
9% CEN
7% SKC

am going to increase holdings in TEL/CEN/SKC maybe....

there are just so many other shares out there... cueva, ctl, atr, ciy...

A quick comment: Good on you Dazza for getting started at what I guess is a fairly young age. No doubt you're in a position to build up your holdings from salary and divs. I reckon that dividend reinvestment plans are ideal for the likes of you. CEN operates one for those who hold fewer than 5000 shares. Many others do. It's worth checking around.

I've been reinvesting PFI's quarterly dividends since 1999 and am enjoying the benefits of compounding. The value of my holding is up by 40% since 1999, though the share price has only moved by less than 20%, and the growth will accelerate the longer I hold.

A similar story with the Australian Unity Property Fund, which invests in listed property trusts in Oz. I plan to hold long term, for as long as I can manage without the div income.
The growth may not be spectacular but it gets better every year.

**limegreen** · 04-02-2005, 04:48 PM

I'm maybe a year or two further down the trail in some respects, and can certainly say that DRPs from MIG.au and GPG have seen me very well (I only wish I'd been on GPG's since '98 rather than '00) and have recently signed up for FBU. With smallish holdings, divis are trivial, and much better reinvested.

**Winston001** · 06-02-2005, 09:55 PM

Just dropped in on this thread. Dividend reinvestment is a winner where available. I always take it.

I started investing in 1980 with 200 ANZ which cost $200. That was 2 1/2 weeks income at the time.

Today with shares in lieu of dividend and taking up rights issues I have about 4000 shares. Fortunately ANZ has been a winner as a business.