Portfolio
Fusion Investing Portfolio
DIY Super Fund
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| Start Date | 7 April 2008 |
| Initial Funds: | $1,000,000AUD |
| Relative Performance | 16.7% Outperformance |
Fusion Investing Portfolio updates
How important are sectors upon investment results? Sector rotation a starter for 10.
Do It Yourself Super Fund
About
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 primary aim of showing investors how to construct and maintain their own DIY Super portfolio. The secondary aim was to highlight the folly of buy and hold without consideration to market conditions. Recognising a market is over valued is not market timing, it is a fundamental corner stone of the teaching of Benjamin Graham.
This fund will primarily focus on long stock positions in Australia and USA.
This super fund will track performance against the State Street Spiders Top 200 ETF, Ticker STW.
Funds will be allocated to opportunities as they arise. Due to current market conditions the fund balance [Apr 08, when fund launched] will be held in an ING DIY Super Account. Depending on market conditions the fund may opt to invest a percentage of the cash in Index Funds. This would indicate a more bullish medium term stance.
OLD STUFF
This is where we once announced transactions. As I explained in this post I’m not concentrating on the this portfolio at the moment. However, I will continue to update it and feel reasonably confident that with a little attention it will continue to outperform.
- To receive alerts to Fusion Investing Portfolio transactions subscribe to the blog feed via RSS Fusion Investing and Analysis Feed.
- To view the most recent purchases check and bookmark this location Fusion Investing Portfolio Purchases.
Funds initial purchases.
- July 15 2008 FI Fund announces initial purchase of 1,000 ANZ Bank (ANZ) shares at 17.16. Quick analysis 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 2008Despite 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. [Sadly I did wait and wait and wait and am still waiting!]
- April 7 2008 Purchase 1500 Great Southern TREES2 at $75. PDF Announcing Purchase Dated 7 April 2008
