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 |
|---|---|---|---|---|
| COLT CZ GROUP SE | 629,00 | 155 | 3,42 % | 97 495 |
| ČEZ, A.S. | 872,00 | 1 345 | 41,14 % | 1 172 840 |
| ERSTE GROUP BANK AG | 1 067,00 | 600 | 22,46 % | 640 200 |
| KOFOLA ČS | 275,00 | 920 | 8,88 % | 253 000 |
| KOMERČNÍ BANKA | 868,00 | 235 | 7,16 % | 203 980 |
| MONETA MONEY BANK | 102,80 | 4 700 | 16,95 % | 483 160 |
| total | 2 850 675 |
Latest comments on added titles
-
O2 C.R.
10.1.2003
zařazení do portfolia - otevření pozice na linii odporu - nákup 300 ks, kurz 251 Kč za akcii
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THYSSENKRUPP AG
9.1.2003
otevření pozice, portfoliový nákup - 100 ks, 10,80 EUR z akcii
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ALTRIA GROUP
9.1.2003
zisková realizace na části portfolia - prodej 50 ks, kurz 40,95 USD za akcii
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ČEZ, A.S.
6.1.2003
zařazení do portfolia - nakoupeno 1000 ks při kurzu 91 Kč za akcii
