15 Day Comparison
Just getting back from a bit of a break, and since it's pretty quite around here, I thought that I would do a comparison between the "3 month comp" stocks and the ASX 20.
The ASX 20 covers about 80% of the total market capitalisation.
Here is a portfolio view of the ASX 20 showing what the gain of each stock is from the 12th of March 2010 until 1st of April.
Symbol Price Paid Trade Date Close 1-April Gain $ Gain %
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AMP.AX 6.13 12-Mar-10 6.260 Up $0.13 Up 2.12%
ANZ.AX 24.26 12-Mar-10 25.290 Up $1.03 Up 4.25%
BHP.AX 42.85 12-Mar-10 43.950 Up $1.10 Up 2.57%
BXB.AX 7.29 12-Mar-10 7.350 Up $0.06 Up 0.82%
CBA.AX 55.88 12-Mar-10 56.790 Up $0.91 Up 1.63%
CSL.AX 36.11 12-Mar-10 36.200 Up $0.09 Up 0.25%
FGL.AX 5.37 12-Mar-10 5.300 Down $0.07 Down 1.30%
MQG.AX 49.76 12-Mar-10 47.110 Down $2.65 Down 5.33%
NAB.AX 26.90 12-Mar-10 27.650 Up $0.75 Up 2.79%
NCM.AX 34.21 12-Mar-10 33.780 Down $0.43 Down 1.26%
ORG.AX 16.49 12-Mar-10 16.640 Up $0.15 Up 0.91%
QBE.AX 21.15 12-Mar-10 21.010 Down $0.14 Down 0.66%
RIO.AX 75.96 12-Mar-10 79.600 Up $3.64 Up 4.79%
SUN.AX 8.54 12-Mar-10 8.660 Up $0.12 Up 1.41%
TLS.AX 3.06 12-Mar-10 3.000 Down $0.06 Down 1.96%
WES.AX 31.98 12-Mar-10 31.650 Down $0.33 Down 1.03%
WDC.AX 12.02 12-Mar-10 11.960 Down $0.06 Down 0.50%
WBC.AX 26.90 12-Mar-10 27.930 Up $1.03 Up 3.83%
WPL.AX 45.41 12-Mar-10 46.920 Up $1.51 Up 3.33%
WOW.AX 28.50 12-Mar-10 28.200 Down $0.30 Down 1.05%
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^ATLI 2,948.60 12-Mar-10 2,997.800 Up 49.20 pts Up 1.67%
^AORD 4,831.50 12-Mar-10 4,925.900 Up 94.40 pts Up 1.95%
How did your portfolio fare ?
Is it better to invest in blue-chip stocks, even for the short term ?
Looking at my picks, if I took out OBL, then my portfolio would only be about 4% up. Which is a slightly better performance then the ASX 20. So I'm pleased with that.
Anyway.. it is still early days in the comp,. and I'm sure that some of the potential multi-baggers chosen by others will come into play before the end. Which should see me get knocked off my perch. :p
Best of luck (or is it a skill?)
--Dan
