2014 Calendar Year Performance

2014 was a disappointing year due to the collapse in both the iron ore price and the oil price. This has meant I made a significant loss on the capital value of my holdings in BHP and FMG.  This capital loss was offset to a large extent by dividend income and capital gain from infrastructure companies DUE and SKI. My long term holdings in UXC did not perform to the standard required. My diversified Allocated Pension did perform much better than my share trading to give an annual total positive return

 

Performance
2014 Performance

 

ASX 2014
ASX 2014 Performance

 

BHP
BHP 2014 performance

 

FMG
FMG 2014 Performance

 

Due
Positive Performance

 

SKI
Positive Performance

 

UXC
Disappointing Performance

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