DIY Super Fund
The Fusion Investing Portfolio is a model portfolio based on an initial investment of $1,000,000AUD and managed as DIY Super Fund. The FI Portfolio began on 7th April 2008 with the aim of showing investors how to construct and maintain their own DIY Super portfolio. This fund will focus on long stock positions in Australia and USA.
For comparative purposes the fund will track performance against the State Street Spiders
Top 200
ETF, Ticker STW.
Fusion Investing plans on launching a second more aggressive model fund in the coming months to demonstrate more advanced investing techniques.
Start Date: 7 April 2008
Initial Funds: $1,000,000AUD
Funds will be allocated to opportunities as they arise. Due to cuirrent market conditions the fund balance will be held in an ING DIY Super Account. Depending on market conditions the fund may opt to invest a percentage of the uninvested in Index Funds. This would indicate a more bullish medium term stance.
Fusion Investing Fund News
This is where we'll announce the most recent transactions in our fund.
- To receive alerts to Fusion Investing Portfolio transactions subscirbe to the blog feed via RSS Fusion Investing and Analysis Feed. Or to view the latest purchases now you can bookmark this location Fusion Investing Portfolio Purchases.
- July 15 2008 FI Fund announces initial purchase of 1,000 ANZ Bank (ANZ) shares at 17.16. Quick analysis also provided
- June 26 2008 FI Fund announces initial purchase of 1,000 General Electric (GE) shares at $28.42.
- May 22 2008 Fusion Investing Fund announces selling 5 Fedex June $90 Puts for $4. Inital fusion analysis of Fedex (FDX) was posted the prior day. [Update] FI Fund was put the 500 FDX shares at expiration, June 21st
April 30 2008 FI Fund receives $3.17370 per Great Southern TREES2 (GTPGA) Security. more>>
- April 29 2008 Fusion Investing Fund publishes initial analysis of Harmonic (HLIT) and announces initial purchase. A PDF version of this announcement is available here.
- The FI portfolio has decided to track performance against State Street Spiders S&P/ASX 200 Fund, STW.
- UPDATE on TREES2. 21 April 2008
Despite going ex-interest GTPGA leapt today 21 April on what we believe was an article written by The Intelligent Investor. While I am pleased to have my analysis independently supported by other value investor, it is unfortunate that I had not yet purchased the second half of my planned total purchase. An excellent return should still be achieved from current levels of around $79.50; however, for now we will continue to wait and see. - April 7 2008 Purchase 1500 Great Southern TREES2 at $75. PDF Announcing Purchase Dated 7 April 2008