0
Followers
PerformanceCommunity EngagementCommunity Endorsement
31.2% pa
Since February 2020
2.4%
3 months
4.2%
6 months
6.4%
12 months
Fundamental Analysis, Dividend Yield and Capital Growth Investor. Longterm growth excites me. I also hold ETF’s that provide great dividend payments 10 times a year.
Portfolio Performance
Created with Highcharts 5.0.2Portfolio balance ($)PortfolioMarketJul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 20250100k200k300k400k500k
Portfolio Weightings
Created with Highcharts 5.0.271.6%11.0%8.2%6.4%2.8%0.0%
Cash available
Cash available
$33,561.44
Community Ranking
The Community Ranking is awarded to Premium members. Karma is not a Premium member.
Holdings
Select a company to view more detail.
Show closed positions:
Show closed positions:
Portfolio positions and trades are available to members only. Click for membership options.
Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.8%
Return
10.46% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 10.46% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11%
Return
16.91% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 16.91% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.4%
Return
5.53% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 5.53% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
71.6%
Return
67.67% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 67.67% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
8.2%
Trade History
Date
Trade
Value
Loading...
Money weighted average annual return: 0.12% p.a.