This model portfolio is updated every quarter in Money Observer magazine.
Portfolio investments start date: Tuesday 17 March 2009
TODAY: Thursday 11 March 2010
TIME: 17:35
Summary
| Portfolio |
Total Investment |
Total Return |
Profit / Loss |
% |
Currency |
|
Holdings
|
98,472.24 |
128,818.07 |
+30,345.84 |
+30.82 |
GBP |
|
Cash
|
2,554.83 |
2,554.83 |
+0.00 |
+0.00 |
GBP |
|
Overall Total
|
101,027.07 |
131,372.90 |
+30,345.84 |
+30.04 |
GBP |
|
| Name |
Shares / Units |
Cost |
Current Value |
Profit / Loss |
|
ING UK Real Estate Income Trust (IRET.L) |
22,770 |
£0.515 |
£11,498.85 |
-227.70 (-1.94%) |
|
ETFS Brent 1 Month (OLBP.L) |
134 |
£22.325 |
£4,135.24 |
+1,143.69 (+38.23%) |
|
iShares FTSE 100 (ISF.L) |
3,876 |
£3.87 |
£21,818.00 |
+6,817.88 (+45.45%) |
|
iShares FTSE/MacQuarie Global Inf 100 (INFR.L) |
246 |
£12.20645 |
£3,617.87 |
+615.09 (+20.48%) |
|
iShares GBP Corporate Bond (SLXX.L) |
101 |
£96.63 |
£11,717.01 |
+1,957.38 (+20.06%) |
|
iShares MSCI AC Far East Ex-Japan (IFFF.L) |
368 |
£16.29 |
£9,579.04 |
+3,584.32 (+59.79%) |
|
iShares MSCI Europe Ex UK (IEUX.L) |
615 |
£13.00 |
£11,626.58 |
+3,631.58 (+45.42%) |
|
iShares MSCI World (IWRD.L) |
1,266 |
£11.85 |
£21,192.84 |
+6,190.74 (+41.27%) |
Current value calculated using data at least 15 minutes delayed. Source: Interactive Investor.
