#24

Ranked

13
Followers
PerformanceCommunity EngagementCommunity Endorsement
22.0% pa
Since November 2022
-7.4%
3 months
15.3%
6 months
12.9%
12 months
Lucked into out performance, looking to avoid mean reversion. SM portfolio approximates the 40% of RL portfolio that's ASX listed. 30% is U/S listed (Google, Berkshire Hathaway GE Aerospace, GE Vernova), and 30% is VAS (Vanguard ASX 300).
Portfolio Performance
Portfolio Weightings
Cash available
Cash available
$49.74
Community Ranking
24
CURRENT
RANK
$28.74
Estimated award this month
$3,000.00
Current prize pool
$249.51
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
17.8%
Return
11.44%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 11.44%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
1.2%
Return
3.23%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 3.23%
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
18.9%
Return
6.14% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 6.14% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
17.8%
Return
10.77% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 10.77% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
23.5%
Return
30.44% pa
Trade History
Date
Trade
Volume
Price
Value
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Money weighted average annual return: 30.44% p.a.
Shares Held
XXXXXX
Last price
XXXXXX
Value
XXXXXX
Weighting
20.7%
Return
21.73%
Trade History
Date
Trade
Volume
Price
Value
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Total return: 21.73%
Last price
XXXXXX
Value
XXXXXX
Weighting
0%
Trade History
Date
Trade
Value
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Total return: 0%