New Portfolio highs as markets romp on

FTSE 100 @ 6089.84, +42.50 (+0.70%)
DJIA @ 13435.21, +43.85 (+0.33%)
NASDAQ100 @ 2724.49, -7.77 (-0.28%)

Wow, what a start to the New Year with the FTSE100 pushing beyond 6000, and my portfolio scaling new all time highs on each of the last 3 days.
It currently stands a healthy 3.6% up from my December 2012: Portfolio Update (2012 Year-end).
A dividend dropping in from Rolls-Royce (my first of 2013), also managed to sprinkle a bit more sparkle onto things.

Lots of encouraging momentum building for some of my holdings as well, with IG (broker notes), BP (Transocean settlement), Tesco (Xmas trading?), and Rolls-Royce (defence contracts), jumping in the last few days.

It would be nice if every day could be like this last 3, totally unrealistic of course, but I can at least enjoy it until reality bites again.

Apple @ $527.00, -$15.10 (-2.78%)

Unfortunately, my most recent purchase of Apple (Apple shares: For a Few Dollars More!), has not joined in the party, and is under pressure again today which in turn puts pressure on the NASDAQ.
The pressure is coming from analysts notes suggesting that going forward, Samsung's wider and deeper range of handsets might see it increase its share of the smartphone market at a faster rate than Apple, 35% v 33%. 

After first speculating about potential supply chain shortages affecting sales in the key run-up to Christmas, it now looks like the health and future prosperity of Apple is going to be an ongoing debate beyond this next quarterly update as analysts turn their attention to the new quarter now beginning and the possible reduction of orders onto the supply chain.


Earlier posts:
- December 2012: Portfolio Update (2012 Year-end).
- Apple shares: For a Few Dollars More!