3
Followers
PerformanceCommunity EngagementCommunity Endorsement
-12.6% pa
Since July 2021
18.6%
3 months
19.7%
6 months
38.1%
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
4.7%
Return
-11.02% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -11.02% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10.4%
Return
16.15% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 16.15% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9.2%
Return
-21.89% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -21.89% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.4%
Return
-16.39% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -16.39% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
17.9%
Return
4.29% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 4.29% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.1%
Return
-49.44% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -49.44% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.4%
Return
-8.69% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -8.69% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.8%
Return
-59.45% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -59.45% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
-36.92% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -36.92% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
49.5%
Trade History
Date
Trade
Value
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Total return: 0.08%