This is my portfolio so far; a work in progress.
Every great investor has to start somewhere, so this is where I started.
|Share||Date||Price Purchased||Quantity||Brokerage||Settlement||Current Return with Dividend|
|IGL.ASX||29/09/2016 and 8/01/2017 (through Retail Entitlement offer)||$2.17/2.00||453/102||$14.95/$0.00||$997.96/$204||$63.45|
Total Settlement: $3143.01
At the time of writing this my portfolio has:
- Capital gain of 9.89% ($314.74)
- Dividend Income of 2.42% ($76.92) *This includes Franking credits
- Total Return of 12.30% or $391.66
You will note that the shares from IGL in January did not occur a brokerage fee. I was lucky enough to be able to get these through a Retail Entitlement Offer (in short IGL were raising funds for an acquisition and this is how they did it).
“an investment in knowledge always pays the best interest.”
– Benjamin Franklin