The InvestiGators

Investment Club
Portfolio

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The Current holdings table below gives a snapshot of holdings as at the date shown at the foot of the table. For an up-to-date valuation visit the portfolio set up on the Moneyworld web site.
Sales 
			Purchase		Sale		Gain/(loss)
Oasis		   9/4/98    £699.75	9/9/99   £1004.62     £304.87	+43.6%
PizzaExpress	   15/10/98  £917.64    4/2/00   £1220.37     £302.73   +33.0%
Current holdings
	                                      
                                  Portfolio
Name			Cur	Shares	Cost Basis	Mkt Value	% Gain/Loss
British Airways		£	250	1,020.00	825.00		-19.12%
BT			£	223	1,915.16	2,620.25	 36.82%
Business Post		£	240	988.24		1,060.80	  7.34%
Edinburgh UK Tracker IT	£	436	1,018.43	1,216.44	 19.44%
Friendly Hotels		£	903	1,068.62	830.76		-22.26%
Go-Ahead Group		£	96	692.95		475.2		-31.42%
Lloyds TSB		£	161	1,391.77	1,065.82	-23.42%
Northern Rock		£	238	997.48		756.84		-24.12%
Pilkington		£	584	689.08		426.32		-38.13%
Reed Int'l		£	101	646.36		462.58		-28.43%
Rolls Royce		£	463	938.49		939.89		  0.15%
Somerfield		£	283	1,018.98	155.65		-84.72%
Tate & Lyle		£	245	1,018.98	536.55		-47.34%
Totals:					13,404.54	11,372.10	-15.16%

Portfolio as of 31/03/00					
File: INVEST~1

Source: Portfolio view from Quicken



As at 31 March 2000:			
Total cash paid in by current members		12,200
Total net worth of the club			11,408
Gain/(loss)					-6.5%
IRR (Internal Rate of Return)			-6.7%
IRR of All Share 				10.3%
(assumes £500 invested each month since the club was formed)	
			
As at 29 February 2000:			
Total cash paid in by current members		13,875
Total net worth of the club			13,002
Gain/(loss)					-6.3%
IRR (Internal Rate of Return)			-9.2%
IRR of All Share 				6.8%
(assumes £500 invested each month since the club was formed)
The InvestiGators Investment Club portfolio on Moneyworld
Make a note of 2 to 5 before clicking on 1.
  1. Click here for Moneyworld
  2. Select Login from the Club menu (left of Moneyworld screen)
  3. Enter InvestiGators as the user name
  4. For the password enter the name used before Beaumont
  5. If the club portfolio does not display select My Portfolio from the Club menu
Please don't make any changes to the portfolio. Back to the Top

Since 20 December 1999....