JohnnyM
JohnnyM
Mute
#33

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56
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35.0% pa
Since September 2023
-26.5%
3 months
-24.0%
6 months
-4.7%
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 (24)
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
29
Following
98
Activity
0
Corporate Travel Management Limited
ASX:CTD
Held By
58
Following
127
Activity
0
Flight Centre Travel Group Limited
ASX:FLT
Held By
118
Following
98
Activity
0
ResMed Inc.
ASX:RMD
Held By
198
Following
213
Activity
0
DroneShield Limited
ASX:DRO
Held By
158
Following
214
Activity
0
archTIS Limited
ASX:AR9
Held By
56
Following
74
Activity
0
OFX Group Limited
ASX:OFX
Held By
7
Following
12
Activity
0
Catapult Sports Ltd
ASX:CAT
Held By
475
Following
538
Activity
0
Brambles Limited
ASX:BXB
Held By
16
Following
40
Activity
0
Ai-Media Technologies Limited
ASX:AIM
Held By
107
Following
126
Activity
0
Mitchell Services Limited
ASX:MSV
Held By
18
Following
35
Activity
0
Austco Healthcare Limited
ASX:AHC
Held By
170
Following
216
Activity
0
Brisbane Broncos Limited
ASX:BBL
Held By
3
Following
3
Activity
0
Treasury Wine Estates Limited
ASX:TWE
Held By
159
Following
125
Activity
0
Adrad Holdings Limited
ASX:AHL
Held By
41
Following
61
Activity
0
Ionic Rare Earths Limited
ASX:IXR
Held By
40
Following
29
Activity
0
Anteris Technologies Global Corp.
ASX:AVR
Held By
30
Following
64
Activity
5
CSL Limited
ASX:CSL
Held By
391
Following
413
Activity
0
Advanced Braking Technology Limited
ASX:ABV
Held By
29
Following
56
Activity
0
Woodside Energy Group Ltd
ASX:WDS
Held By
125
Following
92
Activity
0
RAS Technology Holdings Limited
ASX:RTH
Held By
59
Following
55
Activity
0
Atlas Pearls Limited
ASX:ATP
Held By
17
Following
22
Activity
0
BHP Group Limited
ASX:BHP
Held By
187
Following
131
Activity
1