Stock Picks and Portfolio

“Put your [hypothetical] money where your mouth is”

There is no point discussing and learning new strategies, formulating ideas and researching companies if it doesn’t amount to any action.

Equity Mates run a hypothetical portfolio where we put our ideas in to action, so you can judge for yourself how we go. It’s a way for us to track the results of our learning and development, and to show you the highs and lows.

Stocks in the portfolio will come from our ‘Stock Picks’. The portfolio is designed to be realistic and understandable – something that represents what you could achieve yourself.

If you have anything to contribute, please contact us. We would love you to come on the journey. Listed below are our stock picks and underneath is a table of our results.

Table of Results

The table is a breakdown of all of the stocks that make up the portfolio. It displays the market value of each stock at present, as well as the financial gain or loss we have made since adding the stock to the portfolio.  One of the key indicators that we look at is the ‘overall return’ figure for the entire portfolio. This gives us an indication of whether or not our strategies are successful.

Stock Picks

(Please click the links to read a full explanation of why we chose these stocks)

Pick #4 – BEAR

  • Date Purchased: 09/05/2017
  • Amount invested: $1000
  • Price: $15.10 + $8 brokerage
  • Number of Shares: 65 (This is because we take our $1000 invested, subtract the brokerage ($8) and we are left with $992. Dividing that by $15.10 gives us 65 – so we would be able to get 65 shares of BEAR at a share price of $15.10 if we invested $1000).
  • Type: Exchange Traded Fund

Pick #4 – Afterpay (AFY)

  • Date Purchased: 10/05/2017
  • Amount invested: $1000
  • Price: $2.55 + $11.95 brokerage
  • Number of Shares: 388 (This is because we take our $1000 invested, subtract the brokerage ($11.95) and we are left with $988.05. Dividing that by $2.55 gives us 388 – so we would be able to get 588 shares of AAC at a share price of $2.55 if we invested $1000).
  • Sector: Consumer discretionary, technology, retail
  • Type: Direct Share

Pick #3 – Australian Agricultural Company (AAC)

  • Date Purchased: 12/04/2017
  • Amount invested: $1000
  • Price: $1.68 + $11.95 brokerage
  • Number of Shares: 588 (This is because we take our $1000 invested, subtract the brokerage ($11.95) and we are left with $988.05. Dividing that by $1.68 gives us 588.12 – so we would be able to get 588 shares of AAC at a share price of $1.68 if we invested $1000).
  • Sector: Agriculture
  • Type: Direct Share

Pick #2 –  PM Capital Global Opportunities Fund (PGF)

  • Date Purchased: 21.03.2017
  • Amount invested: $1000
  • Price: $0.98 + $11.95 brokerage
  • Number of Shares: 1008 (This is because we take our $1000 invested, subtract the brokerage ($11.95) and we are left with $988.05. Dividing that by $0.98 gives us 1008.21 – so we would be able to get 1008 shares of PGF at a share price of $0.98 if we invested $1000).
  • Sector: Diversified Financials
  • Type: Listed Investment Company

Pick #1 – Gateway Lifestyle Group (GTY)

  • Date Purchased: 16.02.2017
  • Amount invested: $1000
  • Price: $2.01 + $11.95 brokerage
  • Number of Shares: 491(This is because we take our $1000 invested, subtract the brokerage ($11.95) and we are left with $988.05. Dividing that by $2.01 gives us 491.57 – so we would be able to get 491 shares of GTY at a share price of $2.01 if we invested $1000).
  • Sector: Real Estate (we also think it sits in Aged Care)
  • Type: Growth/Value

 


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