4
Followers
PerformanceCommunity EngagementCommunity Endorsement
2.8% pa
Since August 2022
10.3%
3 months
10.9%
6 months
10.3%
12 months
Director at 360 Partners Pty Ltd (accountants & advisors). Founded and sold several start-ups. Investor in mainly ASX small and mid-caps. I come from a value-oriented background and trying to balance that with some more exposure to growth stocks (though Mr. Market is making it harder to by good businesses at great prices at the moment).
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$79,892.40
Community Ranking
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Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.3%
Return
-49.36% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -49.36% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
23.4%
Return
12.73% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 12.73% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
76.3%
Trade History
Date
Trade
Value
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Money weighted average annual return: 0% p.a.