#43

Ranked

29
Followers
PerformanceCommunity EngagementCommunity Endorsement
13.8% pa
Since February 2023
-3.6%
3 months
-4.1%
6 months
12.2%
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
$3,389.10
Community Ranking
43
CURRENT
RANK
$20.29
Estimated award this month
$3,000.00
Current prize pool
$324.16
Total awards earned
Holdings
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Company
Shares Held
Last Price
Value
Weighting
Return
Actions
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
11.7%
Return
15.65%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 15.65%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
19.2%
Return
0.06%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 0.06%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
3%
Return
-64.94% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: -64.94% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.7%
Return
71.75% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 71.75% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
6.6%
Return
-34.35%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -34.35%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
12%
Return
30.27% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 30.27% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10%
Return
-0.24%
Trade History
Date
Trade
Volume
Price
Value
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Total return: -0.24%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
17.8%
Return
43.8% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 43.8% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
10.2%
Return
21.74%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 21.74%
Last price
XXXXXX
Value
XXXXXX
Weighting
2.8%
Trade History
Date
Trade
Value
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Total return: 0.04%