I am a member of a team partisipating in the 2004 ProShare Student Investor Portfolio Challenge. Each team is given a virtual 100000 to invest over 3 Months with the obvious aim to gain as much profit as possible. Each team is fighting for an all expenses paid trip to New York and see the financial distric in action in the states.

I am looking for some advise as to how to progress with our portfolio. Can you make any suggestions as to how the portfolio below can be changed it would be most appriciated, and you may get a postcard from New York in a few months time!


mmO2 PLC 1000 stocks, Brought 107.75p, Current 105.25p, Total value 10525.00
Hilton Group Plc 2000 267.75p 265.25p 5305.00
J Sainsbury Plc 5000 261.00p 266.50p 13325.00
Dunedin Income Growth Investment Trust PLC 1000 179.00p 177.50p 1775.00
Dunedin Income Growth Investment Trust PLC 5000 179.00p 177.50p 8875.00
Wolfson Microelectronics PLC 1000 105.50p 107.00p 1070.00
BP PLC 1000 537.50p 537.00p 5370.00
Xstrata PLC 2000 868.50p 879.50p 17590.00
Royal Bank of Scotland Group Plc 1000 1660.00p 1621.00p 16210.00
Royal Bank of Scotland Group Plc 60 1656.00p 1621.00p 972.60
London Clubs International Plc 1000 118.50p 119.00p 1190.00
London Clubs International Plc 4000 118.00p 119.00p 4760.00
Tomkins Plc 1000 255.25p 258.75p 2587.50
Finsbury Technology Trust 1500 189.75p 195.25p 2928.75
Finsbury Technology Trust 2500 190.75p 195.25p 4881.25

Regards

George

gc035597@hrsfc.ac.uk

Hi
Your portfolio contains v safe stocks but unlikely to put you at the top of any league on returns.
You could be better following a few of the leads posted Moneyam, Read as many as you can and learn through the thoughts/faults of others.
Don't take everything written as gospel they are mainly posted by people who play at share trading, but some of their ideas are sound. Furthermore their research is invaluable.

a couple of ideas: Petrel Resources, look at the post on this site read through the past months and buy Pet.
Falklands oil and gas a good punt
GOO (epic) another

good luck