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 | 630,00 | 155 | 2,94 % | 97 650 |
| ČEZ, A.S. | 961,50 | 1 345 | 38,90 % | 1 293 218 |
| ERSTE GROUP BANK AG | 1 317,00 | 600 | 23,77 % | 790 200 |
| KOFOLA ČS | 386,00 | 920 | 10,68 % | 355 120 |
| KOMERČNÍ BANKA | 817,00 | 235 | 5,78 % | 191 995 |
| MONETA MONEY BANK | 126,80 | 4 700 | 17,93 % | 595 960 |
| total | 3 324 143 |
Latest comments on added titles
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ALTANA AG
4.11.2004
Budování pozice při zařazení titulu do našeho BuyListu, nakoupeno 25 ks za 41,49 Eur/akcii.
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O2 C.R.
26.10.2004
Budování pozice v Českém Telecomu, nakoupeno 150 ks za 332 Kč.
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NOKIA CORPORATION
14.10.2004
Prodej 100ks za v rámci stop loss pokynu za EUR11,00. Odprodej části pozice v souvislosti se čtvrtletními výsledky společnosti.
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ČEZ, A.S.
11.10.2004
Prodej 190ks za Kč 269,00. Viz. předchozí komentář odprodej pozice na 50% původní pozice.
