#69

Ranked

28
Followers
PerformanceCommunity EngagementCommunity Endorsement
15.3% pa
Since February 2023
1.5%
3 months
0.0%
6 months
14.7%
12 months
Full time investor. With my investing partner, we hunt for businesses that meet our checklist metrics - high ROE/ROC, double digit growth in revenue and EPS and cash flow over many years, insider ownership, low debt to equity and often small market shares, plus a margin of safety when we enter. Then we wait and add to positions when it’s favourable…
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$25,955.76
Community Ranking
69
CURRENT
RANK
$12.71
Estimated award this month
$3,000.00
Current prize pool
$324.16
Total awards earned
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
12.5%
Return
27.65%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 27.65%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
17.9%
Return
45.05% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 45.05% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10%
Return
2.3%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 2.3%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
18.7%
Return
0.16%
Trade History
Date
Trade
Volume
Price
Value
Loading...
Total return: 0.16%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10.3%
Return
25.41% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: 25.41% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.8%
Return
-29.54% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -29.54% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
2.7%
Return
-65.65% pa
Trade History
Date
Trade
Volume
Price
Value
Loading...
Money weighted average annual return: -65.65% p.a.
Last price
XXXXXX
Value
XXXXXX
Weighting
21.1%
Trade History
Date
Trade
Value
Loading...
Total return: 0.04%