JohnnyM
JohnnyM
Mute
#10

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38
Followers
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48.3% pa
Since September 2023
-22.9%
3 months
28.9%
6 months
92.2%
12 months
An Aussie living in Singapore for the last 18 years. A CPA who has held Regional CFO roles for various multinationals. I ran an M&A team for few years, so I’ve done more than my fair share discounted cashflow models. ~90% of my portfolio is 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 Activity Trades Badges Following
Following Members (34) Following Companies (19)
Company
Held By
Following
Activity
Actions
Lindsay Australia Limited
ASX:LAU
Held By
16
Following
16
Activity
0
Connexion Mobility Ltd
ASX:CXZ
Held By
28
Following
96
Activity
0
Corporate Travel Management Limited
ASX:CTD
Held By
60
Following
127
Activity
10
Flight Centre Travel Group Limited
ASX:FLT
Held By
119
Following
97
Activity
0
ResMed Inc.
ASX:RMD
Held By
193
Following
206
Activity
0
DroneShield Limited
ASX:DRO
Held By
160
Following
212
Activity
0
archTIS Limited
ASX:AR9
Held By
60
Following
74
Activity
0
OFX Group Limited
ASX:OFX
Held By
8
Following
12
Activity
0
Catapult Sports Ltd
ASX:CAT
Held By
446
Following
527
Activity
0
Brambles Limited
ASX:BXB
Held By
17
Following
38
Activity
0
Ai-Media Technologies Limited
ASX:AIM
Held By
128
Following
123
Activity
1
Mitchell Services Limited
ASX:MSV
Held By
20
Following
34
Activity
0
Austco Healthcare Limited
ASX:AHC
Held By
165
Following
203
Activity
0
Brisbane Broncos Limited
ASX:BBL
Held By
2
Following
3
Activity
0
Treasury Wine Estates Limited
ASX:TWE
Held By
160
Following
123
Activity
0
Adrad Holdings Limited
ASX:AHL
Held By
45
Following
57
Activity
0
Ionic Rare Earths Limited
ASX:IXR
Held By
39
Following
29
Activity
0
Anteris Technologies Global Corp.
ASX:AVR
Held By
28
Following
61
Activity
0
CSL Limited
ASX:CSL
Held By
383
Following
405
Activity
2