5
Followers
PerformanceCommunity EngagementCommunity Endorsement
12.9% pa
Since February 2023
4.1%
3 months
7.7%
6 months
17.1%
12 months
I have historically been a property investor. I got back into the stock market when interest rates started going up in 2022 and froze me out of the real estate market. I have bachelor degrees and law, commerce, allied health and a masters in tax. I have strong opinions and do love a good argument - especially re why property is better than shares!
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketMar 2023May 2023Jul 2023Sep 2023Nov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 202575k100k125k150k
Portfolio Weightings
Created with Highcharts 5.0.227.6%25.8%8.4%5.8%5.7%5.6%21.0%
Cash available
Cash available
$10,898.31
Community Ranking
The Community Ranking is awarded to Premium members. Bogan is not a Premium member.
Holdings
Select a company to view more detail.
Show closed positions:
Show closed positions:
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
2.5%
Return
-30.15% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -30.15% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.8%
Return
3.79% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 3.79% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.7%
Return
-27.67% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -27.67% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.9%
Return
-4.43% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -4.43% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.6%
Return
1.73% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 1.73% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.2%
Return
-33.21% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -33.21% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
27.6%
Return
115.32% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 115.32% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.4%
Return
-14.44% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -14.44% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
25.8%
Return
108.06% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 108.06% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
-41.31% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -41.31% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
-41.72% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -41.72% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.6%
Return
-16.49% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -16.49% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8.4%
Trade History
Date
Trade
Value
Loading...
Total return: 0.12%