1
Followers
PerformanceCommunity EngagementCommunity Endorsement
18.6% pa
Since September 2023
7.0%
3 months
17.1%
6 months
27.4%
12 months
Private investor
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketNov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 2025May 202580k100k120k140k160k
Portfolio Weightings
Created with Highcharts 5.0.212.4%11.8%9.3%8.9%8.7%8.0%40.9%
Cash available
Cash available
$30.84
Community Ranking
The Community Ranking is awarded to Premium members. Fran is not a Premium member.
Holdings
Select a company to view more detail.
Show closed positions:
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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
2.3%
Return
-0.81%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -0.81%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.5%
Return
-17.75%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -17.75%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.9%
Return
-32.14%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -32.14%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.1%
Return
10.38% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.38% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.2%
Return
-15.93%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -15.93%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
12.4%
Return
12.05% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 12.05% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7.2%
Return
-2.73%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -2.73%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
7%
Return
-4.56%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -4.56%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.3%
Return
106.54% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 106.54% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.8%
Return
-1.72% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -1.72% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.1%
Return
85.33%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 85.33%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-37.72%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -37.72%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.7%
Return
11.23%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 11.23%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.8%
Return
15.76%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 15.76%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8%
Return
7.78% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 7.78% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
Loading...
Total return: 0.09%