57
Followers
PerformanceCommunity EngagementCommunity Endorsement
20.9% pa
Since February 2020
-2.0%
3 months
-5.8%
6 months
-15.9%
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
$4.81
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
17.2%
Return
1.04% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 1.04% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
26.1%
Return
11.96% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 11.96% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.4%
Return
-43.02% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -43.02% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
31.4%
Return
13.57% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 13.57% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20%
Return
-18.32% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -18.32% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
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Total return: 0.01%