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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ALTRIA GROUP
22.5.2003
odprodej části pozice po kurzotvorných informacích, které způsobily skokové zhodnocení - 50 ks, kurz 39,96 USD za akcii
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O2 C.R.
9.5.2003
po stabilním růstu odprodej části pozice (150 ks, 339 Kč/akcie), titul nad cílovou hranicí v buylistu
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GENERAL ELECTRIC
28.4.2003
odprodej pozice po přiblížení titulu k úrovni 30 USD za akcii - prodej 50 ks, kurz 29,70 USD za akcii
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UNUM GROUP
16.4.2003
zařazení do portfolia - nákup pozice po výrazném propadu ocenění a následné stabilizaci objemů - 150 ks, 11,37 USD za akcii
