#103

Ranked

7
Followers
PerformanceCommunity EngagementCommunity Endorsement
24.0% pa
Since September 2023
7.8%
3 months
-14.0%
6 months
-3.1%
12 months
Aussie living in Singapore for the last 18 years. CPA who has held Regional CFO roles for large MNCs in my time here. I ran an M&A team for few years for a large Australian company. ~90% of my portfolio is large, boring, dividend paying blue chips opportunistically purchased over the last 20 years. Looking for ideas to park the ~10% and spice up the portfolio.
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketNov 2023Jan 2024Mar 2024May 2024Jul 2024Sep 2024Nov 2024Jan 2025Mar 202550k100k150k200k250k300k
Portfolio Weightings
Created with Highcharts 5.0.247.3%20.2%13.0%10.4%9.1%0.1%
Cash available
Cash available
$119.02
Community Ranking
103
CURRENT
RANK
$9.09
Estimated award this month
$3,000.00
Current prize pool
$118.83
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
9.1%
Return
-31.54% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -31.54% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.2%
Return
24.71% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 24.71% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10.4%
Return
-26.87%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -26.87%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
13%
Return
-7.9%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -7.9%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
47.3%
Return
140.26% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 140.26% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
0.1%
Trade History
Date
Trade
Value
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Total return: 0.11%