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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ČESKÉ RADIOKOMUN.
29.3.2004
opětovné zařazení do portfolia - budování pozice - nákup 75 ks za 480 Kč/akcii
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DEUTSCHE TELEKOM AG
22.3.2004
nákup 65 ks za 14,46 EUR - akumulace pozice po zajímavém poklesu tržního ocenění za absence významných kurzotvorných zpráv.
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FIRST HEALTH GROUP C
22.3.2004
zařazení do portfolia - budování pozice - nákup 100 ks za 21,10 USD/akcii
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2020 CHINACAP ACQUIR
16.3.2004
zařazení do portfolia - budování pozice - nákup 75ks za 19,06 USD/akcii
