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Sale: Barclays PDF Print E-mail
Written by Portfolio Updates   
Wednesday, 04 November 2009

Security sold from the Money? What Money? investment portfolio:

Company Name: Barclays
Symbol: BARC
First Held: 27th November 2008
Holding Sold: 100%
Date Sold: 4th November 2009
Price: 330.74 Pence
Profit: 51%

Summary:

Having achieved a better than expected 50% profit we sold out holding in Barclays to release capital for other investments.  The banking index of which the Barclays shares was initially a part has suffered due to a failure to fully factor in the impact dealing costs on the overall return.

 
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Portfolio:
HSBA.L
Price: 665.40 Pence
Value: 99.38 %.
ITM.L
Price: 27.42 Pence
Value: 89.14 %.
MWA.L
Price: 11.575 Pence
Value: 85.33 %.
RBS.L
Price: 47.45 Pence
Value: 79.37 %.
WATR.L
Price: 75.00 Pence
Value: 4.97 %.

Portfolio Value: 88.42%

a return of

-4.73% below the FTSE