#297

Ranked

9
Followers
PerformanceCommunity EngagementCommunity Endorsement
-5.8% pa
Since August 2021
-8.1%
3 months
-13.9%
6 months
8.5%
12 months
Former smallcap equity analyst; currently working in Corporate Finance I come from a value manager so this is my bread and butter. I also look for growth but valuation needs to be reasonable, I won't chase a stock even if I really like it. Must have a MOAT. Lastly I like to have a couple "speccies" just to keep things interesting.
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$75.50
Community Ranking
297
CURRENT
RANK
$0.63
Estimated award this month
$3,000.00
Current prize pool
$249.58
Total awards earned
Holdings
Select a company to view more detail.
Show closed positions:
Show closed positions:
Portfolio positions and trades are available to members only. Click for membership options.
Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
14%
Return
4.15% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 4.15% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
43.1%
Return
12.86% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 12.86% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
17.6%
Return
16.99% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 16.99% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.4%
Return
-29.96% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -29.96% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
9%
Return
235.72% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 235.72% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.8%
Return
-58.03% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -58.03% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.1%
Return
-33.11% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -33.11% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.2%
Return
-59.15% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -59.15% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.7%
Return
-34.08% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -34.08% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0.1%
Trade History
Date
Trade
Value
Loading...
Total return: 0.01%