3
Followers
PerformanceCommunity EngagementCommunity Endorsement
17.7% pa
Since October 2020
8.7%
3 months
25.7%
6 months
19.6%
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
2.5%
Return
-35.68% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -35.68% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
23.8%
Return
24.52% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 24.52% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.8%
Return
13.31%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 13.31%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
52.8%
Return
41.75% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 41.75% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
15%
Trade History
Date
Trade
Value
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Total return: 0.01%