8
Followers
PerformanceCommunity EngagementCommunity Endorsement
-0.9% pa
Since November 2019
-2.7%
3 months
12.1%
6 months
13.1%
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
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketJan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 202550k75k100k125k150k
Portfolio Weightings
Created with Highcharts 5.0.218.2%14.4%14.3%9.4%8.7%8.6%26.3%
Cash available
Cash available
$8,269.46
Community Ranking
The Community Ranking is awarded to Premium members. Foolednomore is not a Premium member.
Holdings
Select a company to view more detail.
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Portfolio positions and trades are available to members only. Click for membership options.
Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.2%
Return
9.66% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 9.66% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.4%
Return
12.83% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 12.83% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.3%
Return
-25.93% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -25.93% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
18.2%
Return
43.85% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 43.85% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.8%
Return
-8.35% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -8.35% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.3%
Return
0.02% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 0.02% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
14.3%
Return
172.09% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 172.09% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
14.4%
Return
23.55% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 23.55% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2%
Return
94.63%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 94.63%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.1%
Return
-37.7% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -37.7% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.6%
Return
-18.09% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -18.09% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.8%
Return
-31.73% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -31.73% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.1%
Return
-27.34% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -27.34% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.6%
Return
-12.49% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -12.49% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.4%
Return
-40.97% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -40.97% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.6%
Return
-37.9% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -37.9% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.1%
Return
-46.64% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -46.64% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8.7%
Trade History
Date
Trade
Value
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Total return: 0.24%