Summary of all Market Analysis Prior Share Recommendations

This Summary prepared: January 2024

As "Market Analysis" has been published since 1981, this Summary is split by decades -
1991 to 1989:
80 recommendations showing an average Gain of +86.7% over an average of 2.5 years = 34.5% per annum.
1990 to 1999:
54 recommendations showing an average Gain of +284.3% over an average of 8.2 years = 34.8% per annum.
2000 to 2009:
51 recommendations showing an average Gain of +220.1% over an average of 8.9 years = 24.7% per annum.
2010 to 2019:
22 recommendations showing an average Gain of +7.2% over an average of 6.5 years = 1.1% per annum.
2020 to present:
8 recommendations showing an average Gain of +7.2% over an average of 6.5 years = 1.1% per annum.
Total from 1981 to the present:
215 recommendations showing an average Gain of +159.7% over an average of 5.8 years = 27.3% per annum.

Share Recommendations

  Buy Recommendation Sell Recommendation Dividends Recent %
Company Date Price Date Price Rec'd Price Gain
2020
Stockmarkets plunged to lows in March with Covid-19 panic selling . . . but our portfolio ended the year up +28.6%
~Ardea Resources 13-01-20 54.5 Nil 47 -12
~Big River Gold 10-08-20 30.4* 12-09-22 36 Nil +18
~Venturex Resources 10-08-20 6.8 08-03-21 35.5 Nil +422
               
2021
The portfolio - up +29.6% - significantly outperformed the market! Venturex Resources sold for a +422% gain after just seven months!
 ~Bellevue Gold 07-02-21 105 Nil 149 +49
 ~Vulcan Energy 08-03-21 602 Nil 247 -59
 ~Anteris Technologies 06-12-21 840     Nil 1890 +125
               
2022
Russia invades Ukraine, with global supply chain disruption, inflation fears and lower growth expectations. Stockmarkets drifted lower, with our portfolio down -5.6%.
 ~Copper Mountain 08-08-22 66 12-06-23 51 Nil +57
               
2023
The portfolio rises +5.1% - helped by a +567% gain by Atlas Pearls (boosted by high pearl prices). Many other portfolio shares look very under-valued and could make similar gains in the years ahead. Overall another year of actively deciding to "do nothing" and hold our shares!
               
* Recommendation Prices Adjusted for Splits, Bonus and Cash Issues.

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