#81

Ranked

37
Followers
PerformanceCommunity EngagementCommunity Endorsement
9.3% pa
Since August 2021
14.5%
3 months
46.5%
6 months
42.4%
12 months
54 year old husband and father, living in Cronulla. Recently sold tech/consulting business. Hobbies: triathlon and gaming. Invest conservatively through super, focused on small/micro caps outside of super. Lean towards value rather than growth.
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketSep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 202550k75k100k125k150k
Portfolio Weightings
Created with Highcharts 5.0.243.0%16.1%8.5%8.2%6.0%5.4%12.9%
Cash available
Cash available
$2,018.29
Community Ranking
81
CURRENT
RANK
$11.54
Estimated award this month
$3,000.00
Current prize pool
$596.99
Total awards earned
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.1%
Return
2.27%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 2.27%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
43%
Return
48.27% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 48.27% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.1%
Return
6%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 6%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.6%
Return
49.75% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 49.75% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.4%
Return
41.2% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 41.2% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.7%
Return
56.81% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 56.81% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6%
Return
15.27%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 15.27%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.5%
Return
24.21% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 24.21% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.2%
Return
-22.99% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -22.99% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
1.5%
Trade History
Date
Trade
Value
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Total return: 0.26%