3
Followers
PerformanceCommunity EngagementCommunity Endorsement
14.4% pa
Since October 2020
-2.1%
3 months
8.9%
6 months
2.9%
12 months
Seek quality with a value overlay, guided by the principles of Occam's Razor, EQ, and the miracle of compounding. Concentrated holdings. Diversification (if it occurs) is accidental, not a risk minimisation strategy. Working on competency, ignoring volatility which should look like a good overall return with a rough ride. Always looking for holes in my analysis but investing with conviction.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$677.42
Community Ranking
The Community Ranking is awarded to Premium members. Darling is not a Premium member.
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.9%
Return
-3.77%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -3.77%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.9%
Return
-28.62% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -28.62% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
24.9%
Return
23.35% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 23.35% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.3%
Return
31.96%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 31.96%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
43.6%
Return
34.97% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 34.97% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Trade History
Date
Trade
Value
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Total return: 0.01%