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 | 628,00 | 155 | 2,95 % | 97 340 |
| ČEZ, A.S. | 948,00 | 1 345 | 38,61 % | 1 275 060 |
| ERSTE GROUP BANK AG | 1 313,00 | 600 | 23,85 % | 787 800 |
| KOFOLA ČS | 384,00 | 920 | 10,70 % | 353 280 |
| KOMERČNÍ BANKA | 818,00 | 235 | 5,82 % | 192 230 |
| MONETA MONEY BANK | 127,00 | 4 700 | 18,07 % | 596 900 |
| total | 3 302 610 |
Latest comments on added titles
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DEUTSCHE LUFTHANSA
1.1.2003
převod cenných papírů do portfolia (nakoupených před 1.1.2003) - 150 ks, 8,78 EUR za akcii
