#68

Ranked

5
Followers
PerformanceCommunity EngagementCommunity Endorsement
0.4% pa
Since August 2021
30.9%
3 months
68.5%
6 months
77.4%
12 months
Equity Analyst. Most of my experience has been in Microcaps. Now covering full spectrum of the ASX. Largely industrials. 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
$72.77
Community Ranking
68
CURRENT
RANK
$11.81
Estimated award this month
$3,000.00
Current prize pool
$183.44
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
10.6%
Return
2.41% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 2.41% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
51.9%
Return
36.75% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 36.75% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
13.4%
Return
20.19% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 20.19% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
4.5%
Return
-38.07% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -38.07% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3.4%
Return
160.87%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 160.87%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.1%
Return
-58.72% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -58.72% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
5.4%
Return
-20.13% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -20.13% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.6%
Return
-60.74% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -60.74% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
8.1%
Return
-26.72% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -26.72% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0.1%
Trade History
Date
Trade
Value
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Total return: 0.01%