7
Followers
PerformanceCommunity EngagementCommunity Endorsement
4.0% pa
Since November 2019
8.4%
3 months
22.4%
6 months
26.0%
12 months
Strategy. Give 50% to the professionals and build it if my 50% under performs. Build 2 pf. Confident and speculative. The confident pf stocks move into my margin loan over time. Lending MUST be below 20% and paid down to a maximum 5% before more stock is accumulated. Speculative stocks are also a long term hold. All stocks are bought with an initial small amount to be built on or sold if wrong.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$11,202.95
Community Ranking
The Community Ranking is awarded to Premium members. Foolednomore 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
7.8%
Return
13.81% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 13.81% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.3%
Return
-7.8% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -7.8% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.8%
Return
1.98% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 1.98% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.1%
Return
161.11% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 161.11% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.8%
Return
21.33% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 21.33% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
-26.04% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -26.04% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.5%
Return
-0.97% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -0.97% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.9%
Return
-33.76% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -33.76% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.8%
Return
-49.4% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -49.4% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.3%
Return
-1.37% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -1.37% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
26.4%
Return
71.51% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 71.51% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.4%
Return
-21.93% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -21.93% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.2%
Return
20.09% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 20.09% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Return
-31.63% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -31.63% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.1%
Return
-42.03% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -42.03% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.6%
Return
-3.5% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -3.5% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8.8%
Trade History
Date
Trade
Value
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Total return: 0%