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The Random Portfolio: January 2009

February 5th, 2009 · Greg Atkinson · 4 Comments

January 2009 update on the Shareswatch Random Portfolio.  So far this portfolio is not doing well and is under-performing the ASX 200, however it is early days yet and some stocks may get a boost from government spending aimed at boosting the economy.

This portfolio is is a fictional selection of stocks from the ASX 200 range of companies selected randomly. For further details regarding how it was constructed please refer to: The Random Portfolio

Shareswatch Random Portfolio (constructed 23rd Oct 2008)

Total Cost $100,000

Company ASX Code Shares Buy Price Total Cost
Coca-Cola Amatil CCL 1248 $8.01 $9,968.48
Challenger Financial CGF 5263 $1.90 $9,999.70
Duet Group DUE 3676 $2.72 $9,998.72
Gunns Limited GNS 9174 $1.09 $9,999.66
Macmahon Holdings MAH 11494 $0.87 $9,998.78
Monadelphous Group MND 1034 $9.67 $9,998.78
Onesteel OST 2958 $3.38 $9,998.04
Platinum Asset Mgmt PTM 2645 $3.78 $9,998.10
Riversdale Mining RIV 2949 $3.39 $9,997.11
Woolworths WOW 377 $26.50 $9,990.05

Shareswatch Portfolio Status (as of 30th Jan 2009)

Portfolio Value $76,956.22

Code Buy Price Last Price Units Market Value Profit / Loss % Change
CCL 8.01 9.15 1248 11,419.20 1,422.72 14.23
CGF 1.90 1.21 5263 6,368.23 -3,631.47 -36.32
DUE 2.72 2.12 3676 7,793.10 -2,205.60 -22.06
GNS 1.09 0.945 9174 8,669.43 -1,330.23 -13.30
MAH 0.87 0.325 11494 3,735.55 -6,264.23 -62.64
MND 9.67 6.36 1,034 6,576,24 -3,422.54 -34.23
OST 3.38 2.43 2958 7,187.94 -2,810.10 -28.11
PTM 3.78 3.14 2645 8,305.30 -1,692.80 -16.93
RIV 3.39 2.19 2949 6,458.31 -3,538.80 -35.40
WOW 26.50 27.70 377 10,442.90 452.40 4.53

Comments and Notes

  • Current unrealised loss: -$23,020.65
  • The Shareswatch Random Portfolio is down 23.03% compared to around -11% for the ASX 200 during the period 23rd October 23rd 2008 – 30th January 2009.
  • Coca-Cola Amatil is up due to takeover activity.
  • Woolworths (WOW) has shown it’s defensive nature by gaining 4.53%.
  • Engineering and mining related stocks were particularly hard hit due to the continued slowdown in  global economic activity. (e.g. MAH, MND, OST and RIV)

Please note this Portfolio is NOT meant as an endorsement or recommendation of any of the stocks contained within it.

4 responses so far ↓

  • 1 Dean // Feb 20, 2009 at 10:56 am

    This random approach is interesting. Have you considered running a non-random portfolio simultaneously to compare the overall performance? At the end of the day whatever the results are of this portfolio what will that tell you?
    Nice blog. It looks great and has a lot of interesting content.

  • 2 Greg Atkinson // Feb 20, 2009 at 5:39 pm

    Hi Dean, thanks for your feedback. Regarding the random portfolio I am simply tracking this against the All Ords/ASX 200 at the moment but I think your idea of having a non random portfolio as well is a good idea. Would you like to suggest some stocks to go into th random portfolio?

  • 3 Pete // Mar 23, 2009 at 6:25 am

    I once owned PTM and CGF, took a small profit and ran for the hills.

    Some of these companies are highly leveraged – its what they do.

    Consider: Just ONE Babcock and Brown or ABC Learning in the whole portfolio can really drag it down.

    I always keep an eye on WOW…I just won’t buy it. And CCL, well, whilst they have done so well in the world, I still consider this a luxury product. Knowing friends who have been addicted to this stuff, I do wonder if I am right, but again, I don’t see this performing outstandingly in the future.
    (I believe CCL only went up due to a takeover bid?)

    Perhaps it is worthwhile to have a look at the sectors, and see exactly which ones went up over the last year? I think you’ll find it is only one…
    (even Agriculture – ABB, AWB, etc – is down after a short pretend takeover boom)

  • 4 Greg Atkinson // Mar 23, 2009 at 7:33 pm

    Pete I think 2008 was just a bad year for stocks full stop. I actually stopped trying to make any sense of the market after we fell through 4500 and I am now just starting to see some order re-emerge. I will have another look at this random selection of stocks at the end of March to see how they are tracking.

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