Foolednomore
Foolednomore
Mute
8
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PerformanceCommunity EngagementCommunity Endorsement
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-3.2% pa
Since November 2019
6.0%
3 months
0.2%
6 months
9.1%
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 Activity Trades Badges Following
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$8,226.37
Community Ranking
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Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
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13 unread
Shares Held
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Last price
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Value
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Weighting
8.5%
Return
139.65% pa
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Money weighted average annual return: 139.65% p.a.
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20 unread
Shares Held
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Last price
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Value
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Weighting
11.2%
Return
16.01% pa
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Money weighted average annual return: 16.01% p.a.
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20 unread
Shares Held
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Last price
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Value
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Weighting
1.8%
Return
-47.01% pa
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Money weighted average annual return: -47.01% p.a.
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9 unread
Shares Held
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Last price
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Value
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Weighting
7.2%
Return
-31.57%
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Value
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Total return: -31.57%
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Shares Held
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Value
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Weighting
2.1%
Return
-11.08%
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Total return: -11.08%
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7 unread
Shares Held
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Last price
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Value
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Weighting
6.9%
Return
-1.69% pa
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Value
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Money weighted average annual return: -1.69% p.a.
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Shares Held
XXXXXX
Last price
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Value
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Weighting
13.6%
Return
15.9% pa
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Money weighted average annual return: 15.9% p.a.
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5 unread
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Last price
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Value
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Weighting
1.4%
Return
16.31%
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Total return: 16.31%
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2 unread
Shares Held
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Value
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Weighting
2%
Return
-57.84%
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Value
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Total return: -57.84%
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16 unread
Shares Held
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Last price
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Value
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Weighting
8.1%
Return
-37.35%
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Total return: -37.35%
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Shares Held
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Last price
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Value
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Weighting
3%
Return
-15.15%
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Total return: -15.15%
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9 unread
Shares Held
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Last price
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Value
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Weighting
21.1%
Return
79.41% pa
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Volume
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Value
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Money weighted average annual return: 79.41% p.a.
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2 unread
Shares Held
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Last price
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Value
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Weighting
1.8%
Return
-48.47% pa
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Volume
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Value
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Money weighted average annual return: -48.47% p.a.
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Shares Held
XXXXXX
Last price
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Value
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Weighting
0.9%
Return
-19.55% pa
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Value
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Money weighted average annual return: -19.55% p.a.
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5 unread
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Value
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Weighting
0.6%
Return
-42.94% pa
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Volume
Price
Value
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Money weighted average annual return: -42.94% p.a.
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XXXXXX:XXXXXX
Shares Held
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Last price
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Value
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Weighting
0.1%
Return
-50.51% pa
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Volume
Price
Value
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Money weighted average annual return: -50.51% p.a.
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8 unread
Shares Held
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Last price
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Value
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Weighting
0.3%
Return
-28.28% pa
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Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -28.28% p.a.
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Last price
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Value
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Weighting
9.6%
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Date
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Total return: 0.22%