64
Followers
PerformanceCommunity EngagementCommunity Endorsement
25.4% pa
Since February 2020
-4.1%
3 months
-10.0%
6 months
0.2%
12 months
Practicing CPA with accounting & financial planning credentials. Investing in these areas (Professional & Financial Services) with a strict circle of competency and strict application of value investing with a high hurdle rate. On twitter as @hurdle_rate
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$4.42
Community Ranking
The Community Ranking is awarded to Premium members. Greenblatt 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
22%
Return
8.7% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 8.7% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
22.8%
Return
14.05% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 14.05% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.2%
Return
-19.14% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -19.14% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
29.5%
Return
17.06% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 17.06% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.5%
Return
-48.04% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -48.04% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
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Total return: 0.01%