#122

Ranked

6
Followers
PerformanceCommunity EngagementCommunity Endorsement
-10.5% pa
Since July 2021
-6.4%
3 months
-0.8%
6 months
0.6%
12 months
I've been an academic mathematician since 2011. I'm not in applied maths or statistics (I work in mathematical physics), so don't expect any deep mathematical analysis of the markets. I started investing in 2015 and learned 2 powerful lessons right away: don't catch a falling knife, and dividend payers are not necessarily very reliable. (Thank you RFG and G8 Education.)
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketSep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 202525k50k75k100k125k150k
Portfolio Weightings
Created with Highcharts 5.0.220.6%17.3%11.7%7.5%6.5%6.5%30.0%
Cash available
Cash available
$0.71
Community Ranking
122
CURRENT
RANK
$7.54
Estimated award this month
$3,000.00
Current prize pool
$375.76
Total awards earned
Holdings
Select a company to view more detail.
Show closed positions:
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Portfolio positions and trades are available to members only. Click for membership options.
Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.7%
Return
84.46% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 84.46% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.6%
Return
21.39% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 21.39% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
-3.02%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -3.02%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
3.4%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 3.4%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.2%
Return
0.34%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 0.34%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
17.3%
Return
-7.15%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -7.15%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.6%
Return
-13.79%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -13.79%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.1%
Return
-17.24%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -17.24%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
-12%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -12%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.5%
Return
-8.86% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -8.86% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.1%
Return
41.64%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 41.64%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-50.79% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -50.79% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.5%
Return
-31.61% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -31.61% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
-18.17% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -18.17% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.5%
Return
-2.68% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -2.68% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.3%
Return
-48.51% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -48.51% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.9%
Return
-19.03% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -19.03% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.5%
Return
-30.93% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -30.93% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.3%
Return
-29.18% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -29.18% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.5%
Return
-14.47% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -14.47% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
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Total return: 0.09%