#352

Ranked

10
Followers
PerformanceCommunity EngagementCommunity Endorsement
-7.8% pa
Since August 2021
-14.6%
3 months
-19.7%
6 months
-20.3%
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
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketSep 2021Jan 2022May 2022Sep 2022Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 202525k50k75k100k125k150k
Portfolio Weightings
Created with Highcharts 5.0.229.4%19.5%19.0%16.7%5.8%4.0%5.7%
Cash available
Cash available
$14,508.64
Community Ranking
352
CURRENT
RANK
$0.20
Estimated award this month
$3,000.00
Current prize pool
$250.31
Total awards earned
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
29.4%
Return
-2.66% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -2.66% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
19%
Return
10.14% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.14% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.8%
Return
-28.42% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -28.42% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
16.7%
Return
290.53% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 290.53% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
0.7%
Return
-58.09% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -58.09% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4%
Return
-28.24% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -28.24% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.4%
Return
-55.94% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -55.94% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.6%
Return
-41.79% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -41.79% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
19.5%
Trade History
Date
Trade
Value
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Total return: 0.02%