JohnnyM
JohnnyM
Mute
#30

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50
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54.2% pa
Since September 2023
17.3%
3 months
-23.3%
6 months
119.4%
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 (20)
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
27
Following
98
Activity
0
Corporate Travel Management Limited
ASX:CTD
Held By
59
Following
128
Activity
0
Flight Centre Travel Group Limited
ASX:FLT
Held By
119
Following
98
Activity
0
ResMed Inc.
ASX:RMD
Held By
195
Following
209
Activity
0
DroneShield Limited
ASX:DRO
Held By
161
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
469
Following
534
Activity
6
Brambles Limited
ASX:BXB
Held By
16
Following
39
Activity
0
Ai-Media Technologies Limited
ASX:AIM
Held By
130
Following
127
Activity
6
Mitchell Services Limited
ASX:MSV
Held By
19
Following
35
Activity
0
Austco Healthcare Limited
ASX:AHC
Held By
167
Following
206
Activity
3
Brisbane Broncos Limited
ASX:BBL
Held By
2
Following
3
Activity
0
Treasury Wine Estates Limited
ASX:TWE
Held By
161
Following
125
Activity
0
Adrad Holdings Limited
ASX:AHL
Held By
43
Following
58
Activity
0
Ionic Rare Earths Limited
ASX:IXR
Held By
39
Following
29
Activity
0
Anteris Technologies Global Corp.
ASX:AVR
Held By
30
Following
63
Activity
0
CSL Limited
ASX:CSL
Held By
388
Following
409
Activity
2
Advanced Braking Technology Limited
ASX:ABV
Held By
29
Following
54
Activity
0