3
Followers
PerformanceCommunity EngagementCommunity Endorsement
-13.0% pa
Since July 2021
14.3%
3 months
16.0%
6 months
37.7%
12 months
Work in Finance and Strategy full-time. Part-time investor focused on the ASX. Been in the market since 2017 and have grown a decently sized portfolio.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$34,082.07
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
10.5%
Return
15.94% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 15.94% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.9%
Return
-23.08% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -23.08% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Return
-16.28% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -16.28% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.9%
Return
1.28% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 1.28% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.9%
Return
-10.12% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -10.12% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.9%
Return
-52.01% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -52.01% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.4%
Return
-8.62% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -8.62% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.8%
Return
-59.16% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -59.16% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
-35.77% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -35.77% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
50.4%
Trade History
Date
Trade
Value
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Total return: 0.08%