3
Followers
PerformanceCommunity EngagementCommunity Endorsement
16.2% pa
Since October 2020
11.2%
3 months
12.4%
6 months
4.7%
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
39.3%
Return
34.63% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 34.63% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.9%
Return
-1.85%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -1.85%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.8%
Return
-22.39% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -22.39% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
24%
Return
24.91% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 24.91% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10.6%
Return
45.62%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 45.62%
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Trade History
Date
Trade
Value
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Total return: 0.01%