Investments
Current Investments | Purchase Cost | Current Value | Profit/Loss | Profit/Loss | Profit/Loss per Year - inc divs |
Albemarle & Bond | £1527 | £2170 | £642 | 42 % | 29 % |
BAA | £1265 | £1184 | - £81 | - 6 % | 1 % |
BP | £2004 | £2632 | £628 | 31 % | 34 % |
BTG | £723 | £54 | - £669 | - 93 % | - 45 % |
Crest Nicholson | £1076 | £3216 | £2140 | 198 % | 31 % |
Lastminute.com | £133 | £39 | - £94 | - 71 % | - 21 % |
Lloyds TSB | £3109 | £3584 | £475 | 15% | 14% |
Matalan | £1671 | £864 | - £807 | - 48 % | - 13 % |
McCarthy & Stone | £2036 | £2036 | £0 | 0 % | 0 % |
Northern Rock | £2047 | £2199 | £152 | 7 % | 16 % |
Premium Bonds | £2700 | £2700 | £300 | 11 % | 4 % |
RAC | £1546 | £3316 | £1771 | 115 % | 42 % |
ROK Property | £1647 | £4473 | £2826 | 172 % | 78 % |
Sage | £1099 | £1035 | - £64 | - 6 % | - 1 % |
Scottish & Southern | £2017 | £2607 | £590 | 29 % | 35 % |
Sectorguard | £1045 | £1045 | £0 | 0 % | 0 % |
Shanks | £1144 | £1260 | £116 | 10 % | 8 % |
Skyepharma | £675 | £497 | - £178 | - 26 % | - 5 % |
Tesco | £2023 | £2522 | £499 | 25 % | 30 % |
Torotrak | £282 | £68 | - £213 | - 76 % | - 32 % |
Vodafone | £1200 | £1395 | £195 | 16 % | 7 % |
Wolseley | £2155 | £2501 | £346 | 16 % | 81 % |
Cash | £53 | ||||
Total Current Assets | £41,429 | ||||
Realised Investments | Purchase Cost | Sale Value | Profit/Loss | Profit/Loss | Profit/Loss per Year |
Millenium & Copthorne | £894 | £579 | - £315 | - 35 % | - 61 % |
Hyder | £577 | £313 | - £264 | - 46 % | - 48 % |
Morse plc | £1079 | £438 | - £641 | - 59 % | - 55 % |
Interactive Investor International | £218 | £46 | - £172 | - 79 % | - 63 % |
Bank of Scotland | £720 | £847 | £127 | 18 % | 9 % |
MFI | £1038 | £1175 | £137 | 13 % | 7 % |
Clubhaus | £650 | £1 | - £649 | - 99 % | - 70 % |
Corus | £2098 | £3051 | £953 | 45 % | 60 % |
Sainsbury | £1047 | £709 | - £338 | - 32 % | - 15 % |
Yates | £1017 | £597 | - £420 | - 41 % | - 12 % |
Annualised Total Rate of Return [since the start of our investing] | 9 % | ||||
Annualised Total Rate of Return [over last twelve months] | 25 % |