Portfolio Disclosure

I hold the stocks listed on this page to meet my financial objectives and circumstances.

My personal ownership of these stocks is never intended to suggest to any reader that these stocks are suitable for them to invest or speculate in.

Please note carefully that investing and speculating involve risk of loss.

Also that my past results are not necessarily indicative of future results.

This page exists for no other reason than to meet my obligation to advise readers of any interest I have in a stock which I write or speak about. It therefore follows that the material on this page neither purports to be, nor is intended to be, advice to invest or to speculate in any specific financial instrument or to use any particular methods of investing or speculating. Readers should not act on the basis of any information on this web site without properly considering its applicability to their financial circumstances. If not qualified to do this for themselves, readers should seek licensed professional advice. The decision to invest or speculate is for the reader alone. I expressly disclaim all and any liability to any person, with respect of anything, and of the consequences of anything done by any reader in reliance upon the whole or any part of the contents of this page. 

I am not a licensed investment adviser.

I am now publishing a Stock Journal for all of my investments that explains the analysis I have made before buying and the decisions I have made since then in managing the investment. They may be accessed on the Stock Investment Journals page on the Building Wealth Resources menu on the members' website.

Below is a list of stocks that I currently hold and the percentage of capital invested

This list is updated as soon as possible after a change occurs in my holdings and I have completed the order on the market.

  • Adelaide Brighton (6%)
  • AGL Energy (6%)
  • Amcor (6%)
  • Argo Investments (NA)
  • Australian Foundation Investment Company (NA)
  • Data#3 (2%)
  • DuluxGroup (6%)
  • Milton Corporation (NA)
  • Orora (6%)
  • Pact Group Holdings (6%)
  • Ramsay Health Care (3%)
  • Sonic Healthcare (6%)
  • Wesfarmers (6%)
  • Woolworths (6%)