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Tuesday 9 September 2014

change in performance calculation method

I have changed the performance calculation method to more accurately represent the performance of the stockgrumble portfolio.

The performance of individual stocks is now compared to the performance of the index based on the purchase date of the stock, tracked against current index price, and averaged over the sample.

No allowance is made for dividends, as I would have to give the index an average dividend rate.
I will look at this to see if it can be done in a fair way.



Performance
Code Company  Buy date buy price current profit loss all ords performance adjusted to purchase date all ords at time of purchase Sell Date Sell price 
EPW ERM Power Ltd 21/05/2014 $1.91 $1.92 0.5% 3.8% 5,401 22/8/2014 $1.92
CRZ Caresales.com 23/05/2014 $10.53 $10.67 1.3% 3.8% 5,403
CCL Coca Cola Amitel 26/05/2014 $9.69 $9.16 -5.5% 2.1% 5,490 22/8/2014 $9.16
SEA Sundance energy 26/05/2014 $1.04 $1.34 29.5% 2.1% 5,490
WTF Wotif.com 28/05/2014 $2.42 $3.33 37.6% 1.9% 5,506 11/7/2014 $3.34
REA Realestate.com 28/05/2014 $44.19 $46.80 5.9% 1.9% 5,506
SUL Supercheap auto 7/07/2014 $9.16 $9.15 -0.1% 1.9% 5,506
TRS The Reject Shop 7/07/2014 $9.66 $9.80 1.4% 1.9% 5,506
CSL CSL Limited 15/07/2014 $68.55 $73.20 6.8% 2.1% 5,495
CTD Corporate Travel Man 15/07/2014 $6.55 $7.53 15.0% 2.1% 5,495
FLT Flight Centre 15/07/2014 $45.84 $47.25 3.1% 2.1% 5,495
SEA Sundance energy 31/07/2014 $1.34 $1.34 0.0% -0.3% 5,623
BRG Breville Group 27/08/2014 $7.24 $7.95 9.8% -0.7% 5,648
BSL Bluescope Steel 27/08/2014 $5.42 $5.58 3.0% -0.7% 5,648
AGI Ainsworth gaming 3/09/2014 $3.41 $3.40 -0.3% -0.8% 5,654
5608 all ords today
Stockgrumble performance 7.2% 1.5% all ords performance

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