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The Mutley Fool
Yes it’s true, my name is Pongo and I am the office dog at Olivine. Before I had my own Blog I engaged in incessant, pointless barking - how life changes! I was the only one around when the marketing team descended on the office to discuss the option of an Interwebby based communication medium (whatever that is?) and hence I had to ‘run with the bone’. If you want to get in contact with me to share your views on a dog’s life in finance then please click here.
 7 Jun 10
Pongo's portfolio - Cadbury sale key!
Name Qty Cur Price +/- % +/- Value Value +/- P&L
ASTRAZENECA 3393 GBX 2,905.00 -45.00 -1.53 98,566.65 -1,526.85 97,566.73
BARCLAYS 112740 GBX 282.05 -6.55 -2.27 317,983.17 -7,384.47 316,983.17
CADBURY 17391
COBHAM 67799 GBX 228.40 -3.10 -1.34 154,852.92 -2,101.77 33,696.10
DEBENHAMS 161290 GBX 55.95 -1.00 -1.76 90,241.27 -1,613.38 89,741.27
GAME GROUP 73260 GBX 90.00 -2.65 -2.86 65,934.00 -1,941.39 64,934.00
GLAXOSMITHKLINE 14334 GBX 1,157.00 -18.00 -1.53 165,844.38 -2,580.12 17,057.46
H&T GROUP PLC 51546 GBX 256.50 -1.00 -0.39 132,215.49 -515.46 131,215.50
LLOYDS GRP. 78684 GBX 54.40 -1.04 -1.88 42,801.74 -820.67 -38,321.47
PEARSON 14848 GBX 929.50 -10.00 -1.06 138,012.16 -1,484.80 137,012.15
RANSOM(WILLIAM) 1666667 GBX 5.75 0.00 0.00 95,833.35 0.00 94,833.35
TATE & LYLE 28090 GBX 463.30 -1.00 -0.22 130,140.97 -281.77 129,140.97
WHITBREAD 11820 GBX 1,371.00 -22.00 -1.58 162,052.20 -2,600.40 161,200.57
Totals: GBP £1,594,478.30 -22,851.09 1,235,059.80
Plus cash on the sale of Cadbury to Kraft of £147,823 gives a total portfolio value of £1,742301.50 or a 9.27% increase in just of 12 months - good dog!
7 Jun 10
Alone...
We are all alone, born alone, die alone, and — in spite of True Romance magazines — we shall all someday look back on our lives and see that, in spite of our company, we were alone the whole way. I do not say lonely — at least, not all the time — but essentially, and finally, alone. This is what makes your self-respect so important, and I don’t see how you can respect yourself if you must look in the hearts and minds of others for your happiness.
via Hunter S. Thompson
29 Apr 09
Pongo portfolio changes
A number of changes to the portfolio we made by the city dog:
- after a poor performance the entire 3i holding was sold
- profits were taken in Debenhams and the position was halved
- New investments were made in GSK, Lloyds Banking Group and Cobham.
the new portfolio is as follows:
ASTRAZENECA 3393 GBX 2,446.00 +14.00 +0.58 82,992.78 +475.02 81,992.86
BARCLAYS 112740 GBX 256.50 +24.25 +10.44 289,178.10 +27,339.45 288,178.10
CADBURY 17391 GBX 508.00 0.00 0.00 88,346.28 0.00 87,346.30
COBHAM 67799 GBX 178.90 +0.60 +0.34 121,292.41 +406.79 135.60
DEBENHAMS 161290 GBX 92.00 +8.50 +10.18 148,386.80 +13,709.65 147,886.80
GAME GROUP 73260 GBX 195.25 +2.75 +1.43 143,040.15 +2,014.65 142,040.15
GLAXOSMITHKLINE 14334 GBX 1,038.00 -10.00 -0.95 148,786.92 -1,433.40 0.00
H&T GROUP PLC 51546 GBX 194.00 -0.50 -0.26 99,999.24 -257.73 98,999.25
LLOYDS GRP. 78684 GBX 103.10 +7.50 +7.85 81,123.20 +5,901.30 0.00
PEARSON 14848 GBX 694.50 +13.00 +1.91 103,119.36 +1,930.24 102,119.35
RANSOM(WILLIAM) 1666667 GBX 4.88 +0.13 +2.63 81,250.02 +2,083.33 80,250.02
TATE & LYLE 28090 GBX 272.25 +12.00 +4.61 76,475.03 +3,370.80 75,475.02
WHITBREAD 11820 GBX 907.00 +4.00 +0.44 107,207.40 +472.80 106,355.77
Totals: GBP 1,571,197.69 +56,012.91 1,210,779.21
24 Apr 09
Pongo Index - a staggering 25.85% return in just 3 months!
It's been three months since the commencement of Pongo Portfolio. Despite a rocky start the portfolio has shown a staggering 25.85% compared with a FTSE100 return of -0.84%.
The up to date Pongo Portfolio is below:
3I GRP. 37279 GBX 368.25 +11.25 +3.15 137,279.92 +4,193.89 136,279.91
ASTRAZENECA 3393 GBX 2,373.00 +97.00 +4.26 80,515.89 +3,291.21 79,515.97
BARCLAYS 112740 GBX 227.25 +10.00 +4.60 256,201.65 +11,274.00 255,201.65
CADBURY 17391 GBX 496.75 +10.25 +2.11 86,389.79 +1,782.58 85,389.81
DEBENHAMS 322581 GBX 82.25 +5.00 +6.47 265,322.87 +16,129.05 264,322.87
GAME GROUP 73260 GBX 196.50 +2.25 +1.16 143,955.90 +1,648.35 142,955.90
H&T GROUP PLC 51546 GBX 196.25 +1.25 +0.64 101,159.03 +644.33 100,159.03
PEARSON 14848 GBX 691.00 +17.00 +2.52 102,599.68 +2,524.16 101,599.67
RANSOM(WILLIAM) 1666667 GBX 4.25 0.00 0.00 70,833.35 0.00 69,833.35
TATE & LYLE 28090 GBX 268.25 +3.25 +1.23 75,351.43 +912.93 74,351.42
WHITBREAD 11820 GBX 916.00 +47.50 +5.47 108,271.20 +5,614.50 107,419.57
XSTRATA 13879 GBX 593.00 +68.00 +12.95 82,302.47 +9,437.72 81,302.49
Totals: GBP 1,510,183.17 +57,452.71 1,498,331.63
24 Apr 09
Obama's dog at the white house - * UPDATE *
This week the Obamas welcomed Bo, a six-month old Portuguese water dog and a gift from Senator and Mrs. Kennedy to Sasha and Malia, at the White House.
For full details click here: Click here to read the full article.
26 Jan 09
Happy new year!
Happy New Year! Well in china at least – this year is the year of the Ox – so let’s hope the bull market returns although the likelihood of this is remote at best. Last year was the year of the rat and it certainly was! Unfortunately, the last Dog year was 2007 and what a great year it was....the next YoD is not until 2018 when the “earth dog*” is the elemental sign. We will probably have to wait until 2018 for the economy to recover to 2007 levels again......but let’s hope not.
I had the shock this morning of making the now biannual payment of personal tax which resulted in a sizable reduction in my cash holdings leaving me only enough for the price of the Financial Times, the train ticket home and a lamb shank for supper and that’s all. Time to tighten the belt for the next month or so until said bank account is suitably replenished – just hope the share portfolio shows signs of recovery!
Still all indexes are either ‘recession red’ or dramatically pointing downwards – with KPMG effectively cutting 1/5th of their staff by offering a 4 day week; Honda, the Japanese vehicle manufacturer, closing its UK Swindon plant for 50 days and retailers falling over like sleeping cattle the ‘green shoots’ are still some time off despite the worrying comments from Baroness Vadera. I have no idea which park she is playing in but it certainly is not in my back yard.
A source close to the cabinet told me at lunch today (a very pleasant 2 courses at El Vinos, Blackfriars) that the government is considering plans for rationing if the wheels really do come of the old wagon. On hearing this I put in an order for 6 months supplies of Nature Diet (my favourite bite..) – Lamb with rice and vegetables, fish with potato and rice and my favourite rabbit & turkey with vegetables and rice.........roll on rationing as I’m all right jack.
• Dog attributes – “Like his animal namesake, he is Loyal. He is the one who people are most likely to turn to when they need help. The dog person will come through every time. That is because he/she is sensitive to others and empathizes with them, particularly if someone has suffered an injustice; he/she reacts quickly with the same feeling as though he/she had been personally offended. Friends know that they can rely upon their Dog friend to keep a promise or remain cool in a crisis. Dog People are somewhat selfish, terribly stubborn, and eccentric. They can find fault with many things and are noted for their sharp tongues. Dogs are also considered to be extremely good looking, smart, graceful, likeable and nice.
Dog types are honest, intelligent and straightforward. They will take on any responsibility that is given to them and you can be sure that they will do their job well.
People born in this year tend to be difficult, upset and shocked more often than the other signs.
Dog types do not tolerate weakness. They will work to push the weakness or the whole person with weakness out of their lives (the pack) if the behavior continues.
Dogs ideal jobs: politician, scientist, actor/actress, teacher, writer, movie director, pub landlord/landlady.”
26 Jan 09
Obama's dog at the white house
US president-elect Barack Obama is being urged to make a rehomed dog the first appointment of his administration.
Animal charity PDSA has pressed Mr Obama to break from the White House tradition of making pedigree canines the presidential pet of choice.
The president-elect has promised his daughters, Sasha and Malia, a puppy when they move into the White House.
Who will following in the paw steps of the great Spot Fletcher Bush and Barney Bush!
26 Jan 09
Money is like a cat
Money is like a cat; I like having it around but I don't really understand it and have no idea where it goes all the time!
26 Jan 09
Dogmathics...
If you think dogs can't count, try putting two biscuits in your pocket and then giving him just one of them..
26 Jan 09
Pongo's index
Having watched the rapid decline in asset values, as an intrepid city dog, I have decided to enter the financial markets - by investing my hard earned bones into a total of 12 initial stocks for £100,000 each I am hoping to turn a swift profit.
Selected at random by placing my paw on a number of cards left out on the floor I will decide to buy/ sell/ hold or halve my holdings by the same process of paw placement.
Let's see how soon i can retire to my kennel by the sea, lapping cocktails and eating caviar biscuits!
The opening portfolio is:
PONGO's INDEX
AS AT 25 JANUARY 2008
Name Price Value
3I GRP. 268.25 99,000.91
ASTRAZENECA 2,947.00 98,991.79
BARCLAYS 88.7 99,000.38
CADBURY 575 98,998.27
DEBENHAMS 31 99,000.11
GAME GROUP 136.5 98,999.90
H&T GROUP PLC 194 98,999.25
PEARSON 673.5 99,001.27
RANSOM(WILLIAM) 6 99,000.02
TATE & LYLE 356 99,000.40
WHITBREAD 846 99,145.57
XSTRATA 720.5 98,998.21
1,188,136.08
26 Jan 09
Ruff times ahead
For me things are okay since being put on the ‘credit crunch diet’ by the office – this is a special mix - Gluten and GMO free – and I must say I have shed a few pounds, dollars, yen ...
However, I am putting it all back on with my mantra for surviving le Crunch – “eat more food, buy less shoes and bury your bones in very safe places”.
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