Perfomance to date on USE ( 24 months )

BATU - 280, BOBU - 318, DFCU - 595, NVL - 450, SBU - 155, UCL - 60


BOBU 10% annualised
NVL (54)%
DFCU (10)%

Consolidated position is (15) % annualised.

Current Strategy
Buying: NVL
Watching: DFCU BOBU
Selling: all others

Best consolidated position has been 7% worst has been (18)%

Performance to date on USE ( 23 months )

BATU - 330, BOBU - 330, DFCU - 546, NVL - 445, SBU - 159, UCL - 48


BOBU 13% annualised
NVL (63)%
DFCU (15)%

Consolidated position is (18) % annualised.

Current Strategy
Buying: NVL
Watching: DFCU UCL
Selling: all others

Best consolidated position has been 7% worst has been (18)%

Performance to date on USE ( 22 months )

BATU - 370, BOBU - 344, DFCU - 530, NVL - 530, SBU - 160, UCL - 70


BOBU 15% annualised
NVL -57%
DFCU -17%

Consolidated position is -16 % annualised.

Current Strategy
Buying: NVL
Watching: DFCU BOBU
Selling: all others


Best consolidated position has been 7% worst has been -16%

Performance to date on USE ( 21 months)

BATU - 370, BOBU - 380, DFCU - 500, NVL - 770, SBU - 160, UCL - 70


BOBU 21% annualised
NVL -45%
DFCU -21%

Consolidated position is -13 % annualised.

Current Strategy
Buying: NVL
Watching: DFCU UCL BOBU
Selling: all others


Best this year has been 7% worst has been -14%

Performance to date on USE ( 19 months)

BATU - 370, BOBU - 380, DFCU - 500, NVL - 910, SBU - 150, UCL - 80


BOBU 23% annualised
NVL -44%
DFCU -22%

Consolidated position is -12 % annualised.

Current Strategy
Buying: NVL
Watching: DFCU BOBU
Selling: all others

Performance to date on USE ( 18 months)

BATU - 510, BOBU - 385, DFCU - 455, NVL - 1060, SBU - 155, UCL - 85


BOBU 25% annualised
NVL -43%
DFCU -31%

Consolidated position is -14 % annualised.

Current Strategy
Buying: NVL
Watching: DFCU BOBU
Selling: all others

Performance to date on USE (69 weeks)

BATU - 600, BOBU - 380, DFCU - 645, NVL - 1210, SBU - 120, UCL - 80


BOBU 28% annualised
NVL -43% (notice the neat trick of buying into a falling stock price ? compare with last month)
DFCU -12%

Consolidated position is -3.5 % annualised.

Current Strategy
Buying: NVL
Watching: UCL DFCU
Selling: all others

Performance to date on USE (64 weeks)

BATU - 670, BOBU - 385, DFCU - 660, NVL - 1300, SBU - 135, UCL - 65

All counters have made losses lately

While I am following suit, I am not doing so with much haste thankfully.


BOBU 31.3% annualised
NVL -66.6%
DFCU -11.2%

Consolidated position is -1.6 % annualised.

Current Strategy
Buying: NVL
Watching: UCL DFCU
Selling: all others

Performance to date on USE ( 57 Weeks)

BATU - 770, BOBU - 470, DFCU - 700, NVL - 1450, SBU - 140, UCL - 120

We continue to see the share price of BOBU plumet.

Soon all unrealised profits on BOBU will varnish completely. After which we may consider buying BOBU again. Which would mean we have turned full circle. One thing that remains is the unrealised losses on DFCU which are not increasing wildly (majority of holdings are in DFCU)


BOBU 59% annualised
DFCU -7.2% annualised

Consolidated position is 7.0 % annualised.

Current Strategy
Buying: DFCU
Watching: BOBU UCL
Selling: all others