PortFio - sample portfolio of Fio brokers
PortFio is a portfolio of stocks managed by Fio brokers and was created on 1 January 2003, when our brokers received the task of how to best earn returns on a total of 1 million Czech Koruna.
PortFio parametres
Capital input: 1.000.000 Kč
Founded: 1.1.2003
Target of creating model portfolio is to show investors principles of well diversified investment portfolio. Portfolio management is primarily ruled by following existing investment recommendations, published in StockListu. All transactions are made throughonline application e-Broker.
The conditions for its management are the same as for client conditions, including fees for Fio services.
Table of stocks added to the portfolio
| Company name | Rate | Securities (number) | Ownership (%) | Ownership |
|---|---|---|---|---|
| COLTCZ | 658,00 | 155 | 2,98 % | 101 990 |
| ČEZ, A.S. | 959,50 | 1 345 | 37,72 % | 1 290 528 |
| ERSTE GROUP BANK AG | 1 473,00 | 600 | 25,84 % | 883 800 |
| KOFOLA ČS | 393,00 | 920 | 10,57 % | 361 560 |
| KOMERČNÍ BANKA | 848,00 | 235 | 5,83 % | 199 280 |
| MONETA MONEY BANK | 124,20 | 4 700 | 17,06 % | 583 740 |
| total | 3 420 898 |
Latest comments on added titles
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UNIPETROL
14.7.2003
budování pozice - nákup 500 ks při kurzu 58Kč z akcii
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UNIPETROL
8.7.2003
budování pozice - nákup 500 ks za 56,99 Kč
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UNIPETROL
7.7.2003
zařazení do portfolia - budování strategické pozice v titulu - nákup 500 ks za 56,10 Kč
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ML TELECOM HOLDR1240
1.7.2003
vyřazení z portfolia - prodej celkové pozice na TTH 100ks za 27,24 USD, předpoklad poklesu ohodnocení tohoto titulu (telekomunikačního indexu) během letního období s možností dokoupení od úrovně 25 USD
