3
Followers
PerformanceCommunity EngagementCommunity Endorsement
20.0% pa
Since October 2020
13.6%
3 months
25.3%
6 months
35.6%
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
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketJan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202550k100k150k200k250k
Portfolio Weightings
Created with Highcharts 5.0.254.3%24.5%13.5%5.0%2.7%0.0%0.0%
Cash available
Cash available
$30,998.25
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
2.7%
Return
-21.67% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -21.67% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
24.5%
Return
27.78% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 27.78% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5%
Return
10.92%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 10.92%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
54.3%
Return
44.49% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 44.49% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
13.5%
Trade History
Date
Trade
Value
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Total return: 0.01%