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 | 677,00 | 155 | 3,62 % | 104 935 |
ČEZ, A.S. | 880,00 | 1 345 | 40,89 % | 1 183 600 |
ERSTE GROUP BANK AG | 1 104,00 | 600 | 22,88 % | 662 400 |
KOFOLA ČS | 304,00 | 920 | 9,66 % | 279 680 |
KOMERČNÍ BANKA | 782,50 | 235 | 6,35 % | 183 888 |
MONETA MONEY BANK | 102,20 | 4 700 | 16,59 % | 480 340 |
total | 2 894 843 |
Latest comments on added titles
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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