8
Followers
PerformanceCommunity EngagementCommunity Endorsement
-0.7% pa
Since November 2019
12.1%
3 months
18.7%
6 months
23.9%
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
$8,246.99
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
8.6%
Return
-6.94% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -6.94% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.2%
Return
-28.67% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -28.67% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.1%
Return
130.96% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 130.96% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
-15.4% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -15.4% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.4%
Return
1.38% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 1.38% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
14.6%
Return
30.46% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 30.46% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
58.69%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 58.69%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.3%
Return
-37.29% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -37.29% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.7%
Return
-34.62% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -34.62% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.3%
Return
-21.8% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -21.8% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
21.97% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 21.97% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.5%
Return
-43.97% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -43.97% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
21.3%
Return
75.13% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 75.13% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.9%
Return
-13.79% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -13.79% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.5%
Return
-42.61% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -42.61% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.7%
Return
14.3% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 14.3% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.1%
Return
-48.33% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -48.33% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8.6%
Trade History
Date
Trade
Value
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Total return: 0.23%