A Random Person’s Random Investments

June 9, 2007

June 2007 portfolio summary

Filed under: General — arandomperson @ 11:53 pm

No numbers, just in order from largest holding to smallest holding.
Geared investments (all but 4 of these) are ordered compensating for the gearing ratio.

AUG0004AU: Australian Ethical Large Company Share Trust
STW: SPDR S&P/ASX 200 Fund
HHV: Hunter Hall Global Value Ltd
SLF: SPDR S&P/ASX 200 Listed Property Fund
HHA0001AU: Hunter Hall Australian Value Trust
HHA0002AU: Hunter Hall Global Ethical Trust
CTN: Contango Microcap Ltd
VAN0005AU: Vanguard Index Funds - Emerging Markets Shares Index Fund
BEN: Bendigo Bank Ltd
ANZ: Australia & New Zealand Banking Group Ltd
SGB: St George Bank Ltd
VIR: Viridis Clean Energy Group
TGG: Templeton Global Growth Fund
AEZ: APN/UKA European Retail Trust
VAN0105AU: Vanguard Index Funds - International Fixed Interest Index Fund Hedged

June 2, 2007

Clime Asset Management

Filed under: General — arandomperson @ 1:46 am

Bloomberg info for Clime Asset Management.. just found this interesting ETF after reading this article on the InvestEd site… pity it isn’t on the St George margin lending acceptable securities list though.

May 29, 2007

Goodbye Etrade, Hello ANZ

Filed under: General — arandomperson @ 12:02 am

Well Etrade has been taken over by ANZ, so my Etrade shares just replaced by equivalent value of ANZ shares. A pity as I liked Etrade.. not as much of a fan of ANZ (I had a few ANZ accounts and the fees way too high, give me Bendigo Bank any day!).. but then as a shareholder there are surely worse shares to hold.

April 15, 2007

Viridis Clean Energy Group

Filed under: General — arandomperson @ 9:48 pm

bloomberg share info for Viridis Clean Energy group - invests in a range of clean energy assets around the world. St George Margein lending GR of 50%.

March 4, 2007

more LMI of note

Filed under: General — arandomperson @ 3:32 pm

Some interesting ones I hadn’t noticed before.

APN/UKA European Retail Trust - Shopping Malls in Europe? - St George ML gearing ratio 60%.

Aurora Sandringham Dividend Income Trust The Trust will predominantly trade the largest 30 companies on the Australian Stock Exchange and aims to take advantage of the changes in the market prices of shares around the announcement of their half-yearly and yearly results. This makes the trust different from other listed investments. - St George ML gearing ratio 70%.

residential rent crisis - a beat up by real estate agents?

Filed under: General — arandomperson @ 1:50 pm

The much vaunted rent crisis - being talked up by real estate agents pretending to be distressed would be tenants on the TV news? Is this an attempt by the real estate industry to drive up rents by propaganda methods?

Rental ‘crisis’ could be a myth - The Australian
Who’s Raising The Rent? - Mediawatch


Sydney is full of Elissa Kracjers, young people searching anxiously for a place to call their own, at a rent that won’t send them broke. It’s almost mission impossible.

Elissa Kracjer: I found a place after about two months of solid looking.
There wasn’t what I wanted in the market.

— Channel 9, Sydney News, 9th January, 2007

Until recently, Elissa Kracjer was a real estate agent, managing rental properties.

And she has some fascinating political connections too.

Elissa Kracjer: My ex is an adviser to (NSW Premier) Morris Iemma and one of my friends who is a (Peter) Debnam staffer thought it would be a
funny way to get back at him if I came out on the Liberal’s side…(Opposition leader) Peter Debnam was making a statement or announcement on it that afternoon or evening so they staged a lot of things for me to say to go with it.

March 3, 2007

Neerav Bhatt - The Road Less Travelled blog

Filed under: General — arandomperson @ 12:06 pm

Good local blog with a lot of useful discussion on small picture personal finance and investing.. direct link to personal finance section.

February 27, 2007

lmi? etf? lic?

Filed under: General — arandomperson @ 8:53 pm

Found this pdf file from Reliance Capital that defines Listed Managed Investments such as Exchange Traded Funds and Listed investment Companies more precisely.. I had been referring to them kind of interchangeably.

Looks like they have some other handy info on their site as well.

February 18, 2007

ASX Listed Managed Investment summary sheet for December 2006

Filed under: General — arandomperson @ 3:03 am

Found this natty summary of Listed Managed Investments on the ASX site while googling about, mentions a few I wasn’t really aware about, some wierd numbers in there.. for instance what is NEW PRIVATEER HOLDINGS LIMITED and how did they return 432.26% in the last year?
Pretty amazing for a company that dont appear to even have a web site.

February 16, 2007

Interesting shares: financial services companies.

Filed under: General — arandomperson @ 8:38 am

Well the main reason I am looking at these is because since I started dabbling in this investment stuff (and in the case of Bendigo Bank, well before) I have been using the products and services of these companies.. so given the superannuation driven “forced” investment environment in Australia I have a hunch they will continue to do OK regardless.

ETRADE : summary : St George gearing ratio 50%

Australian Stock Exchange : summary : St George gearing ratio 70%
Wether people are going mad buying or selling, these guys will always get a cut.

Hunter Hall International Limited : summary : St George gearing ratio 45%
The company that runs the managed funds, super funds and ETFs of the same name.. as I own chunks of all of them this would be kind of kicking back some of the fees to myself I guess?

Australian Ethical Investment Limited : summary : not on the St George list of shares available for gearing.
With HHL at 45% and these guys not even listed seems the banks consider investment firms a bit of a risk.

Bendigo Bank Limited: summary : St George gearing ratio 70%

St. George Bank Limited: summary : St George gearing ratio 75%
Use a St George margin loan to buy St George shares so the dividends help pay the interest that go back to the dividends.. very underpants gnomes I say.

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