Monday, 24 October 2011

Portfolio update

I haven't unpacked my desktop computer yet (!) so the portfolio page on my website is woefully out of date.  Here's the current situation, with the dates and prices of my recent purchases):

  • Cash 50%
  • Berkshire Hathaway 17% (bought 20/10/11 at $74.25)
  • Tesco 10% (bought 27/9/11 at £3.53)
  • NWBD 9% (bought 27/9/11at 93p)
  • BP 5% (bought 28/9/11 at £3.79)
  • GBP 1-5yr corporate bond ETF 5%
  • Bond International Software 2%
  • Game Group 1%
  • Maxima Holdings 1%
The last 3 I'm only holding for the tax losses - Once I'm well-ensconced in the Norwegian tax system I will sell and reap the rewards.  For Game Group in particular the tax losses are worth almost as much as the shares themselves :-)

For now I'm taking a bit of a breather. I'm ready to invest about a third of my cash.  I'm still not sure whether to spend or invest the rest.

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