SMASH INVESTMENT CLUB - ILKLEY

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INVESTMENT CLUB PERFORMANCE

Page updated 17 August 2006

August 2006 - buy more Rolls Royce and some Reckitt Benckiser and re-invest in Halladale, sold Printing.com on stop loss
July 2006 - buy Tate & Lyle
June 2006 - sold JP Morgan Russian anf JP Morgan Indian IT on stop loss
May 2006 - sold Halladale and Land Securities to take profits - sold Falkland Oil & Gas, Lonrho Africa and Petrofac
April 2006 - no action
March 2006 - buy JP Morgan Indian IT, sold Aero Inventory
February 2006 - sold Tesco & Lloyds TSB, bought Aero Inventory and Persimmon
January 2006 - sold Skyepharma and iSoft, bought Lonrho Africa and Aero Inventory
December 2005 - bought more Petrofac, Lloyds TSB and more Land Securities
November 2005 - no action
October 2005 - buy Tesco, Skyepharma, Petrofac, Fakland Oil & Gas,Interlink Foods and Land Securities and sold some Rolls Royce
September 2005 - sell Smith & Nephew and Corin
August 2005 - Sold BPB
July 2005 - buy BPB , sell Planit
June 2005 - buy Lloyds TSB and Plusnet
May 2005 - buy Tesco, sell SIG - stop loss breached
April 2005 - buy Mears Group, sold Findel - stop loss breached
March 2005 - sold remaining Morrisons, stop loss breached
February 2005 - part sale of holding in Morrisons supermarkets
January 2005 - buy Corin
December 2004 - no change
November 2004 - no change
October 2004 - buy Halladale, buy Mears Group, buy back into iSoft
September 2004 - buy Findel (nearest listed plc to Ilkley), buy back into Smith & Nephew, buy more Morrisons, took profits on Scottish & Southern Energy
August 2004 -buy more SIG and Rolls Royce
July 2004 - buy Rolls Royce - sold iSoft on stop loss during the month - took profits on Smith & Nephew
June 2004 - buy SIG,buy more iSoft, sold Rank on stop loss
May 2004 - sold Filtronic, sold Genus, sold Zytronic on stop loss
April 2004 - buy £2000 of iSoft
March 2004 - we are buying again, another £1000 of United Utilities
February 2004 - no change
January 2004- no change
December 2003- buy back into Filtronic at 481.95p. We sold our previous holding at over £17 and made huge profits. Can we repeat our previous success? Sold on stop loss Jardine Lloyd Thompson.
November 2003- no changeSeptember meeting - we open the cash flood gates and buy Marks & Spencer and Planit also special purchase chosen by our competition winner - Veronica - she has chosen Zytronic.
August 2003 - most members away on hols. No buying or selling decisions
July 2003 - members present at this meeting decided our large cash balance should be spent. As usual a compromise was reached and we only spent half our cash pile. We invested for the first time in Rank Organisation,
Tesco and Smith & Nephew, and added to our holding in Scottish & Southern.
June 2003 - no change
May 2003 - our huge cash balance persuaded us to take the plunge and start investing again.
United Utilities for a safe haven, and Genus for a bit of excitement. We decided to take a profit by selling Alexandra.
April 2003 - no change
March 2003 - no change
February 2003 - buy some more Morrisons
January 2003 - no change
December 2002 members voted to increase our holding in Scottish & Southern and to try a few HIT Entertainment
At our November 2002 meeting the urge to trade was so great that we pushed the boat out and doubled our holding in Jardine Lloyd Thompson and bought some shares in Alexandra.

Current portfolio

SHARE COMMENTS - updated 17th August 2006

SEAQ code	Share	Reason for buying	Stop loss
LLOY	Lloyds TSB	Good dividend, long term investment	475p


TSCO	Tesco	Superbly run supermarket chain	300p

PSN	Persimmon	Leading house builder from Yorkshire	1220p


HDG	Halladale Group	Commercial property dealing and management - good record	110p
MER	Mears Group	Maintenance services to local authorities - excellent prospects	220p
TATE	Tate & Lyle	Diversifying and going well	600p

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Unit and asset values are updated every month

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