3
Followers
PerformanceCommunity EngagementCommunity Endorsement
-18.5% pa
Since July 2021
14.9%
3 months
24.8%
6 months
2.8%
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
$15,095.59
Community Ranking
The Community Ranking is awarded to Premium members. Halo99 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
11.5%
Return
17.2% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 17.2% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2%
Return
-43.04% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -43.04% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.9%
Return
-77.42% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -77.42% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.7%
Return
-25.07% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -25.07% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
-11.05% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -11.05% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
29.3%
Return
4.81% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 4.81% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.9%
Return
-39.39% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -39.39% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.3%
Return
-33.34% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -33.34% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.5%
Return
-39.98% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -39.98% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.7%
Return
-8.21%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -8.21%
Last price
XXXXXX
Value
XXXXXX
Weighting
26.2%
Trade History
Date
Trade
Value
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Total return: 0.08%