Tuesday, April 30, 2013

April 2013 update ($238,300 +$4,470 or +1.8%)



The portfolio changes:
Accumulate additional $3,500 as part of my annual savings plan ($42,000 a year or $3,500 a month)
↑ Annual bonus added towards financial independence investment - $10,000
↑ EUR is up towards USD – 1,581 USD
Grand total additions: $15,081 USD

Vanguard Energy ETF stocks are down $1,300
↓ Gazprom and Company  shares are down $4,490 combined
↓ Emerging market mutual funds are down $1,980
↓ Precious metals down $970
↓ RUB and GBP   are down to USD, causing loss combined 1,871 USD
Grand total losses are $10,611 USD

Friday, April 12, 2013

Energy Stocks Screening


 Energy Prices forecast

2013
2014
2015
2016
2017
2018
Oil $/bbl*
107
100
100
100
102
107
Oil in 2012 prices $/bbl*
105
94
92
90
90
93
Gas $/mcf
3.06
4.25
4.5
5
5.4
6
* Brent Oil price
mcf - hundreds cubic feet (North America, Henry Hub).

April 2013 Analysis major Oil and  Gas Companies stocks analysis: 
* Gazprom has big exposure to one country only - Russia

Thursday, April 4, 2013

March 2013 update (234,000 +4,000 or +2%)



The portfolio changes:
Accumulate additional $3,500 as part of my annual savings plan ($42,000 a year or $3,500 a month)
Vanguard Energy ETF stocks are up $ 300
Gazprom and Company shares are up $790 combined
Precious metals up $400

Emerging market mutual funds are down $990