3
Followers
PerformanceCommunity EngagementCommunity Endorsement
15.2% pa
Since October 2020
3.1%
3 months
18.0%
6 months
17.6%
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
$30,997.41
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
48.3%
Return
36.97% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 36.97% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.1%
Return
-12.74%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -12.74%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
23.6%
Return
21.48% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 21.48% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.9%
Return
15.65%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 15.65%
Last price
XXXXXX
Value
XXXXXX
Weighting
17.1%
Trade History
Date
Trade
Value
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Total return: 0.01%